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How to report hours to an existing task

September 08, 2015

Once projects have been created and tasks have been assigned to them, people who are working on the tasks are responsible to report the hours for their work performed.   You can access all your tasks either from the widget on the dashboard, or from the ‘Project Management’ tab, going to ‘My Tasks’.   Find […]

Projects Funnel and Projects Widget

June 24, 2015

Let’s discuss all the information you can get from the My Projects funnel and Widget and how you can manage any aspect of both of them without leaving your dashboard. To help you better understand, watch the video below: When you click on a stage in the funnel, you’ll see the Project name, type, due […]

Attach/upload documents to Projects or Tasks

May 01, 2015

Let’s talk a bit about uploading documents for Projects and/or Tasks. For example, we have a project “Project A” and two tasks “Task A”, “Task B”. Project “A” is attached to a Customer and the Customer sent us some files such as invoices, project details, images, etc. These documents are supposed to be shared with […]

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