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Projects

How to create and edit projects. Project tips and tricks

  • OVERVIEW: Projects
  • Project Menu
  • Create a New Project
  • Duplicate a project
  • Edit a project
  • Delete a project
  • Mark a project as favorite
  • Search and filter projects
  • The list of projecs is empty or incomplete (Why am I not seeing my projects?)
  • Attach a file to a project (upload a file or insert link)
  • Link to a form in the Project menu
  • Configure project types (and fields for each type)
  • Configure project statuses
  • Video tutorial: Create a project
  • Video Tutorial: Search and Filter Projects

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