Projects

Create projects and understand stages, phases, tasks, and status.

• Understand project stages and status

  Learn how the eight milestone stages, template phases, tasks, and project status relate.

  Read · 1 min

• Create a project manually

  Create an install or D&R project for your team using an existing customer or one you add along the way.

  Read · 2 min

• Change a project's status

  Edit a project status and understand how work on the project can affect it.

  Read · 1 min