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Projects

How to create and edit projects. Project tips and tricks

  • 1. OVERVIEW: Projects
  • 2. Project Menu
  • 3. Create a new project
  • 4. Duplicate a project
  • 5. Edit a project
  • 6. Delete a project
  • 7. Mark a project as favorite
  • 8. Search and filter projects
  • 9. The list of projecs is empty or incomplete (Why am I not seeing my projects?)
  • 10. Attach a file to a project (upload a file or insert link)
  • 11. Link to a form in the Project menu
  • 12. Configure project types (and fields for each type)
  • 13. Configure project statuses
  • Video tutorial: Create a project
  • Video tutorial: Search and filter projects

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