Step 1: Click on Projects from the Admin left panel. Step 2: From the drop down, click on Project List. Step 3: From the list of projects, select the project you want to change the profit & loss calculation method … Continued
Step 1: From the Admin left panel, click on Projects and from the drop down, select Project List. There, you’ll find the details of all the projects. Step 2: Select the project to view more information. Step 3: At the … Continued
Step 1: To bill your projects using a tag filter, go to the “Billing & Invoice” option in the menu bar and select “Project” from the list. Step 2: You’ll be redirected to the project billing page. First, Select Client … Continued
How to Change Project Visibility You can switch a project between Public and Private visibility from the project list. This allows you to control who can see or join that project. Steps to Change Project Visibility 🔍 Notes and Recommendations
The Completed Task Visibility option allows you to control whether completed tasks are shown or hidden in a project’s task list. This helps teams keep their task lists clean and focused while still allowing access to completed work when needed. … Continued
To copy a task, go to Projects in the left menu bar and select Project List. Then, click the Copy icon in the top-right corner. From the displayed list, select the tasks you want to copy. Next, choose the target … Continued
In order to move a task from one project to another, the task must be in the To-Do List. Once it has been started, it cannot be moved to another project. To move a task, go to Projects in the … Continued
Follow the steps below to customize task attributes for a project. Step 1: Open the Projects Section Step 2: Select a Project Step 3: Go to the Add Task Section Step 4: View Task Attributes Step 5: Enable or Disable … Continued
Task tags help organize, categorize, and prioritize tasks, making it easier to search, filter, and track progress. They improve collaboration by clarifying responsibilities and enhance efficiency by streamlining workflows and communication. Tags also help in identifying urgent tasks and monitoring … Continued
To add description to a task, go to ‘My Task’, there you can see a list of tasks. Click on the 3 dots on the right corner of the task a pop up will appear, select ‘Info’ from it. When … Continued