Projects
Projects
Projects tracks service delivery work for your customers, with status, progress, tasks and due dates. This tour shows how to add, find and manage projects.
Add a project
Opens the project form. Project name and customer are required; you can also link a service, set status, progress, start and end dates, budget and notes.
Table view and page size
View changes the row density of the table (remembered in this browser). Per page sets how many projects load at once.
Project list
Each row shows the project, customer, status (Planned, In progress, On hold, Completed or Cancelled), progress bar, task count and end date. Click a sortable header to reorder, or click a row to open the project detail.
Edit or delete
The pencil reopens the project form to update its details. The trash icon deletes the project after you confirm; this cannot be undone.