Projects

  • Add a Project

    A project is a defined initiative with specific goals, timelines, and deliverables related to planning, organizing, or executing major events, mana...

  • About Projects

    A project is a defined initiative with specific goals, timelines, and deliverables related to planning, organizing, or executing major events, mana...

  • Tag Projects and Tasks

    You can create tags which are then applied to different items in the system, including projects and tasks. This allows you to filter lists by and r...

  • Duplicate Projects and Project Tasks

    Permission needed: Account Admin or Planning Module Admin You are able to copy projects and project tasks rather than recreating projects for recur...

  • Control Access to Projects

    You are able to control who can access a project. This is done via a user's permissions and the project's Project Privacy Status. On the project, g...

  • Add a Headline Status to a Project

    Permissions needed: Edit access to the projectTo share a quick update for those working on or monitoring the project, add a Headline Status. The He...