Projects
Projects, tasks and milestones, My Tasks, the project calendar and project reports.
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How to Manage Projects and Tasks
Switch on Project Management under Settings → Menu & Modules. Open Projects → New Project, give it a name, client, manager, status, dates, budget and team, and save. Add tasks under Tasks → New Task with an owner, due date and checklist, and milestones under Schedule. Link invoices and expenses to see what the project earned against what it cost.
How to Use My Tasks, the Project Calendar and Reports
Projects → My Tasks shows each person only the tasks assigned to them. Projects → Calendar shows every deadline and milestone by date. Projects → Reports gives Project Status, Employee Performance and Schedule Performance, with Export to Excel.
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