Creating Projects#
Navigate to Projects & Work Management > Projects to create and manage projects. Each project includes:
- Project name and description
- Start and end dates
- Team members assigned to the project
- Status tracking (Not Started, In Progress, On Hold, Completed)
- Budget and billing information
Project Templates#
Save time by creating project templates for repeatable processes. Templates capture:
- Default task lists and assignments
- Standard milestones and deliverables
- Typical timelines and dependencies
When you create a new project from a template, all tasks, milestones, and settings are automatically populated.
Deliverables#
Track project deliverables — the tangible outputs your team produces. Each deliverable can be linked to specific tasks and assigned a due date and owner.
Project Wiki#
Each project includes a built-in wiki for documentation, meeting notes, and knowledge sharing. The wiki supports rich text editing, file attachments, and team collaboration.
Team Collaboration#
Projects support real-time team collaboration:
- Comment threads on project tasks
- File sharing and document management
- Activity feed showing all project updates
- Notification preferences per project
Client Projects#
Link projects to clients through the Client Portal. Clients can view project progress, deliverables, and milestones through their dedicated portal without accessing your internal CRM.