Projects

Organizing work with projects

Projects are containers for organizing related work. They group tasks, track time, and help you manage deliverables for your clients.

Creating Projects

When creating a project, you can set:

• Project Name - A clear, descriptive title
• Account - The client this project is for
• Description - Overview and objectives
• Status - Current state of the project
• Dates - Start and due dates

Project Status

Track progress with status options:

• Not Started - Work hasn't begun
• In Progress - Actively being worked on
• On Hold - Temporarily paused
• Completed - All work finished
• Cancelled - Project discontinued

What's Inside a Project

Each project contains:

• Tasks - Individual work items and to-dos
• Time Entries - Tracked hours for this project
• Documents - Related files and notes