Project Management

Financial Tracking

• 01. Street Financials - Revenue
• 02. Street Financials - Cost
• 03. Street Financials - Budget
• 04. How to Export Street Financials
• 05. How to Add Expenses

Traditional Projects

• 01. How to Create a Traditional Project
• 02. How to Add Tasks, Phases, and Milestones
• 03. List View Overview (Task Toolbar)
• 04. Timeline Overview
• 05. How to assign Task to a Resource
• 06. How to add Predecessors (Task Dependencies)

See all 18 articles

Agile Projects

• How to Create, Edit and Attach - Project Template (Agile)
• Time Line View and List View of Agile Projects
• How to Create a Sprint
• How to Create an Agile Project
• How to Create User Stories and Backlog
• How to add or change Resource Rates - Agile Projects

See all 12 articles

Documents

• Create New Folders - Documents
• Uploading a New Documents
• Document - Rename and Delete
• Moving Document to a Folder
• Documents "Shared with Me"

Resource Allocation

• 01. Resource Allocation Overview
• 02. Resource Allocation - Adjusting Hours on Same Tasks

Customer Engagement

• How to Assign Customer on a Traditional project
• How to Edit and Delete Customers
• How to create Customers

Personal Task Management

• My Tasks