Projects

  Overview On a project’s Rates & Roles page, Project Administrators can view and adjust the rates and roles for each team member in the project ...

Overview On the project’s QuickBooks Settings page, you can add or update QuickBooks product and service mappings at the task or project level for ...

On a project’s Rates & Roles page, you can manage team members' rates, manage team members' primary project role and any additional project roles,...

 Project Permission Needed: Project Administrator Overview Project History allows Project Administrators to review project activity over the last...

Overview Markdown is a lightweight, human-readable markup language used for formatting text. It’s a simple way to add things like bold, italics, li...

  Overview  Your Dashboard provides an overview of all your assigned tasks. It’s where you can stay in-the-know with the latest Activity Feed post...

  Overview Uploading documents and files is an important component of your project. You can add files to your project by creating a post in the pr...

  Overview When projects are complete or put on hold, you can archive or delete them. This helps keep your project list up-to-date so you can foc...

  Overview When you’re collaborating in a lot of projects at once, it’s important to keep your team names standardized so your team is clear on wh...

Overview Project Administrators can make all projects open—meaning an account member can join it without an invitation—via the account’s General S...

  Overview Assigning weighting to Milestones allows you to define various percentages of project completion along the way. Once you complete a mil...

  The Budget tab on the Project Admin box in a project's workspace shows you the project’s budget as well as the budget used. Within this view, yo...

  Overview The Files tab in the project workspace contains a collective list of all files that you and other team members have uploaded to your pr...

  Overview window.availablePlans = ["Enterprise","Premier","Professional","Teams","Free"]; The Project Cards page is a collective view of all ...

Overview A project’s privacy settings allow you to control which projects account members can openly join and which projects require an invitation ...

  Overview With Guest Access, members can view information about a project without joining. For example, a member with View Financials guest acces...