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projects

5 articles tagged with “projects”.

  • Scheduling and calendar

    Add milestones to your projects

    Mark key dates on a project, such as a review or a handoff, so you can plan bookings around them.

  • People and projects

    Add custom fields to people and projects

    Store extra details such as job title or client name on people and projects, and use them to filter your calendar and reports.

    Video
  • Scheduling and calendar

    Add tags to bookings, projects and time entries

    Label bookings, projects and time entries with tags such as "Design phase" or "Billable", then set the rules for how many tags are allowed.

    Video
  • People and projects

    How to add people and projects

    Watch the walkthrough, then set up the two things every schedule needs: the people you plan and the projects they work on.

    Video
  • People and projects

    Set up projects

    Create projects, add tags, approval and milestones, import many at once, and archive or remove the ones you no longer need.

    Video
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