Projects

The Projects area which is a default main page is used to setup your Project Management & Tasks, add People to them, and for day to day management and investigation of your Projects. Here is a list of all the projects you currently have access to, along with the Organization the project belongs to, the Person who is pinned to the project, start date, overall project duration and recently updated timing widget. You can click on each project icon that is listed in this section to view your projects details or click on the edit link under each project to make any changes/update the project details.

To add a new project you can click “Add New Project” button you can create a new project, view archived projects and get help from our technical assistance centre-TAC (We will see this later).


Category: CRM Docs

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