Task Lists & Boards

Create & Manage Projects

Navigating the Projects Dashboard
Setting Up Automated Project Notifications
Creating a New Project
Using Project Templates for Rapid Onboarding
Importing Projects in Bulk
Exporting & Filtering Your Project List
How to Organize Projects with Categories & Departments
Enabling Public Gantt Chart & Task Board
Using the Gantt Chart to Track Timelines
Archiving or Deleting Completed Projects

Members & Permissions

Bulk‑Adding Project Members by Department
Setting Hourly Rates for Members
Promoting and Demoting Project Admins
Customizing Global Role Permissions for Project Members
Bulk Removing Project Members
Tracking Membership Changes with Audit Logs
Best Practices for Project Member Lifecycle
Adding Project Members Individually

Project Milestones

How to Create a New Milestone
Editing or Deleting an Existing Milestone
Monitoring Milestone Progress & Task Count
Using the Project Roadmap for Milestone Insights
Linking Tasks to Milestones
Exporting & Printing Milestone Reports
Managing Milestone Costs & Budget Impact
Filtering & Searching Your Milestones

Task Lists & Boards

Performing Bulk Actions on Tasks
Pinning & Unpinning Key Tasks
Viewing & Managing “My Tasks”
Using the Calendar View for Tasks
Filtering & Searching Your Tasks
Using the Tasks List View
Managing Tasks on the Task Board
Creating and Editing Tasks
Configuring Task List & Board Settings

Create & Assign Tasks

Pinning Tasks for Top‑Priority Tracking
Using “Without Due Date” for Flexible Scheduling
Applying Priority Labels to Tasks
Customizing and Managing Task Categories
Creating a Task from the List View
Creating a Task from the Task Board
Assigning Tasks to Team Members
Starting and Stopping Task Timers
Bulk‑Creating Tasks with “Save & Add More”
Duplicating Tasks to Speed Up Repetitive Work

Time Tracking

Generating Time Tracking Reports
Mobile Time Tracking Tips
Best Practices for Accurate and Ethical Time Tracking
Approving Time Logs (Administrator)
Editing or Deleting a Time Log Entry
Starting and Stopping Timers for Tasks
Viewing and Filtering Your Timesheet
Adding Manual Time Entries
Exporting Time Logs for Reporting
Adjusting Time Log Settings

Comments & Files

Uploading Files to a Task
Viewing, Downloading, and Deleting Task Attachments
Adding Comments to Collaborate
Formatting Comments and Mentioning Teammates
Reviewing Comment and File History
Editing or Deleting Your Comments
Attaching Inline Images and Screenshots in Comments
Previewing Files Without Downloading
Downloading Multiple Attachments at Once
Managing File Versions

Sub Tasks & Notes

Searching and Filtering History Entries
Creating a Sub‑Task under a Task
Editing, Completing, and Deleting Sub‑Tasks
Tracking Progress with Sub‑Tasks
Adding Private Notes to a Task
Viewing the Full Change Log for a Task
Using History to Revert or Correct Changes

Settings & Permissions

Customizing Your Project Status List
Managing Project Categories
Adjusting Task Settings
Defining Security Permissions for Projects & Tasks
Creating Custom Fields for Projects and Tasks
Configuring Roles & Permissions for the Projects Module
Enabling or Disabling Project Features via Module Settings
Integrating Google Calendar with Projects & Tasks
Configuring Project Reminder Notifications
Adding Custom Links to Your Project Sidebar