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Knowledgebase

Project

Project

Move beyond spreadsheets! Create beautiful specifications/ tear sheets and organize product library sensibly.

Create a project

How do I assign a color/Flag to my project?

How do I see the history of a project?

How do I edit the project location?

How do I remove the contact from a project?

How do I associate contact to a project?

How do I move the project from one stage to another?

How can I see my projects in Kanban/Board view?

How do I filter my projects?

How do I edit project details?

How do I delete a project?

How can I enable/disable stages in a project pipeline?

Packages

Create a package

Edit the package

Delete a package

Grant Suppliers Access to Edit your Packages

Add Line Items/Products to packages

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Sections

Create new project sections per project

Customize section order

Activity

Edit an activity in a project

Delete an activity from a project

Add an activity in a project

Notes

Edit a note in a project

Delete notes from a project

Add notes in a project

Documents

Remove documents from a project

Upload documents in a project

Finance

Create and track invoices

Finance & Invoices - Default Settings

Team

Remove team members from a project

Add user to a project

Group

Create Project Groups

Project Management

All About Project Management Plan

Project Management - Advanced Scheduling