Work on a project

Tap the project in Projects. Tabs under it: Tasks, then Overview, Members, Files, Milestones, discussion, notes, and finance tabs if those modules are on.

The board then shows that project’s tasks only. All work shows every task.

Overview is the project at a glance: status, dates, progress, members, files, hours, budget, summary and Project KPIs.

Members are who works on the project. Add or remove from this tab. Add Project Members.

Milestones are the project’s main goals. Title, dates, cost, complete or not.

Files holds uploads and links. Discussion is a thread on this project — the team replies. Notes are records on the project, not a chat. How they differ: project discussion and notes. Invoices, payments, time logs and tickets appear when those modules are on.

Open the project. Tabs: Overview, Members, Milestones, Tasks, Files, Discussion, Notes, then finance tabs.

1

Overview

Actions: Edit details, send a payment, Change status. Then progress, dates, client, budget and hours.

2

Members

Add members on the plus. Each row is a member.

3

Milestones

4

Tasks

The project’s tasks. Plus adds a task on this project. Filter by status.

5

Files

6

Discussion

New discussion. Empty until you add one. Then name, category General, first message, Save.

7

8

Notes

Add a note, write, Save.