Video Tutorial
In this article, you’ll learn how to navigate the Projects section under Manage and how to use its features effectively. Step 1: Navigate to the Manage section and select Projects. Here, you’ll find all the projects associated with your account.
Step 2: Use the filter feature to view projects based on all accounts or specific projects related to your book.
Step 3: Further refine your search by filtering based on the title, account, source, and more.
Step 4: To create a new project, click on the New Project icon. We’ll delve into the details of creating a new project in the next section.
Learn More
Task Dependencies & Auto-Cascade
Manage blocking relationships and keep task dates in sync automatically
Milestones & Task Hierarchy
Structure projects with milestones and multi-level subtasks
Reorder & Reparent Tasks
Drag and drop to reorder and restructure tasks
Export Project Tasks
Export tasks to CSV or Excel