Quick Tips


Creating tasks: quickly add tasks on any screen.

Read more about Tasks

To Create a New Project:

Either: Use this link at the right of the screen at any time

Or: Create a project “on the fly” while adding tasks (See Fig 2 below)

Fig 2

After creating a project you will be prompted to Create a Task List:

Task lists (more info) are how we organize your tasks. Think of them as groups of tasks

Then you will be prompted to Create your First Task for the project. See Tasks

*(Use More Features to increase your options.

For example you can use Task Timers and Billing (see more)… display Ticket numbers for each task (more info) and Discussions to improve communications between the project team.

To access each project screen click on any of the project level “grey buttons”

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