Creating Tasks by Project, Department, Campaign

Creating Tasks using Templates

Steps:

Step 1: Choose Tasks. 

Step 2: Choose New project. 

Step 3: Create a new project →  Use a Template.

Step 4: Choose a project template that is suitable for the type of project you want to create → Choose Use template to complete. 

Entering Project Information

Steps:

Step 1: Choose Tasks. 

Step 2: Choose New project. 

Step 3: Create a new project → Import spreadsheet. 

Step 4: Enter the Project Name, Branch, Department, Employee belonging to this project. 

Step 5: Download the Template File (step 1) and enter the information.

Step 6: Upload this file in step 2 → Import to complete.

Note: You can also click Cancel and start over if you encounter any issues with your operation.

Creating a New Project

Steps:

Step 1: Choose Tasks. 

Step 2: Choose New project. 

Step 3: Create a new project → Blank Project. 

Step 4: Enter the Project Name, Default view, Branch, Deparment.

Step 5: Create to complete

Completing a Project

Steps:

Step 1: Choose Tasks. 

Step 2: Choose a project.

Step 3: Click on the arrow next to the project name and choose Archive Project.

Note: You can unarchive a project if desired. To view completed and archived projects, click on Show Archived Projects in the left-hand menu of the project list.