Projects

Projects

Projects are made up of a set of tasks, each of which can have its own timeframe, assigned person and status. You can use this for "Ad-hoc" or recurring projects.

One-off Projects

Creating a One-Off Project

1. Click Create new project in the top-right corner.
2. Enter a project name, assign it to a customer, give it a Tag, then click Create project.
3. Once created, your project acts as a container for tasks. Add tasks by clicking the + next to the project or the center icon if empty.

Create as many tasks as your project requires.  Tasks follow the same principle as creating single tasks.

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Task Templates

For recurring projects, it's a good idea to create templates that you can then reuse as often as necessary.

Template Creation or Modification

1. Click Manage templates.

2. Click Create new template.

3. Enter the template name in the dialog box and save.

4. Your template now acts as a container for tasks. Add tasks using the + next to the template or the center icon if empty.

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Creating a Project from a Template

• To reuse an existing project as a template, click ... next to the project and select Create template from this project.
• The project will be available in Manage templates for repeated use.

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Task templates can also be automatically triggered via a Playbook. This is one of the available actions in Playbook configuration.