Main page → Projects

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About projects

All projects exist in the one database, but they can be found in many different places. The best place to find and manage projects if from your dashboard. You can also find them in Businesses, inside parent projects, on each of the Department pages, and in other places.

Projects work well if they retain the same structure on the page, keeping them familiar and predictable. Use the many views to manage all aspects of your project.

The Sales Management project, and Staff Training project are both specialized projects that can be found on the your company home page.

Why use projects?

Projects keep tasks grouped together and make it easier to manage them. Each new project comes with a collection of views for managing tasks, as well as views for Files, Resources, Communication, and Time logging. These views also help you manage tasks by rolling up information about them. Fore example, the Time logger can show that total amount of time spent on all tasks in that project. Files can show you all of the files used by the tasks in that project.

Setting up a new project

There’s plenty of ways to make projects run really smoothly. See Setting up a new project

Views on the Project page

Time logger

Click before starting work

Just like this view in Tasks, it enables you to log the time spent working on a project. This is for project managers and people who are working directly on the project. Work that is being done on tasks in the project should be logged inside that task.

My last two days

This is the same view as you’ll see in any task. It is handing when you forgot to end a previous task or forgot to start logging time while working on a project.

This project & Tasks

Shows all of the logged time for the project and all of the tasks in the project. The most recently logged time is at the top. See a total at the bottom of the “Hours” column. Note that meetings are a type of task and their time is also included.

<aside> ℹ️ If you notice hours from some task are not showing, check that the task is related to the project. Creating a task in the various task views inside a project automatically relate it to the project. But creating a sub-task in a task only relates it to the task. It needs to be manually related to a project for the logged time to appear in this view.

Just select the project in the project column/property for that task. Often there will by a column called “Parent Task Project” in sub-task views. Use this to remember the exact project name.

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