How do I use Projects?

We recommend using projects for things that can be categorized as "open" or "completed."

We understand projects seems very similar to tasks. From a management perspective, we think projects are much cleaner than using tasks, and can be used like opportunities, but in a different section in our web application, for things that can have two categories, "open" or "completed."

 

For instance, one of our customers manages apartments for a living, and uses projects to organize apartment cleanings because the cleaning is either "open" or "completed."

 

 

Things you can do with Projects:

 

-Add multiple related files
-Add multiple related opportunities
-Add multiple related people
-Add multiple related companies
-Add multiple related tasks
-Log activities and @ mention your users in them to follow up

 

 

 

 

 

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