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Manage a Project

View and update all aspects of a project from a single screen.

Steps

  1. Click Projects in the sidebar.
  2. Click a project name to open it.
  3. Use the tabs to manage different areas:
TabWhat you can do
OverviewView status, start/end dates, budget, and assigned team members.
TasksCreate tasks, assign them to team members, and track completion.
Time entriesSee all hours logged against this project.
DocumentsUpload, view, and manage project files.
  1. Edit project details by updating fields directly on the Overview tab.