Appearance
Manage a Project
View and update all aspects of a project from a single screen.
Steps
- Click Projects in the sidebar.
- Click a project name to open it.
- Use the tabs to manage different areas:
| Tab | What you can do |
|---|---|
| Overview | View status, start/end dates, budget, and assigned team members. |
| Tasks | Create tasks, assign them to team members, and track completion. |
| Time entries | See all hours logged against this project. |
| Documents | Upload, view, and manage project files. |
- Edit project details by updating fields directly on the Overview tab.
