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Adding and updating projects

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Adding and updating projects


Project is a great way to group and track actionable tasks, information, and communications towards achieving a goal, initiative, or objective.

Add a new project

NOTE To see more videos, visit our YouTube channel.

Instruction

We have created a video to show you step by step process to add new project:

Notes

  1. It's recommended to select a distinctive color for your project. When you select a color for a Project, that color will replace the default gray we use for labels in various places including the Calendar. Instead of using different colors for each project, group them by type/theme with a single color. For example, you can use blue for Marketing projects, Green for Sales projects, etc. This way, when you look at your calendar, you can instantly see how your work is distributed.

  2. Tags are optional but useful way for later searching and filtering your projects. New tags will be inserted automatically.

  3. Only the Manager and the Members of the project are notified of updates and statuses of the project and its milestones and tasks.

Duplicate a current project

To save time when you add a new project, you might want to duplicate a similar project. Please do note that all tasks, milestones and other information will be duplicated as well (excluding the uploaded files).

Instruction

We have created a video to show you step by step process to duplicate current project:

Edit a current project

After you've created projects, you can edit them to change their descriptions, colors, members, tags and any other project details.

Instruction

We have created a video to show you step by step process to edit current project:

Delete a current project

After you've created projects, you can delete them. When you delete a project, all uploaded files related to that project will also be deleted. This action is not reversible.

Instruction

We have created a video to show you step by step process to delete a current project:

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