How to Use Projects

Keep track of important tasks with Projects

To create a new project:

  • Open the workspace you would like to create a project for. Do this by clicking on the briefcase icon in My Partners or by clicking "All Workspaces" and then selecting the workspace you'd like to add a project to.
  • Click on "Projects" 
  • Click on "New Project"
  • Fill in the required fields
  • When you are done, click create

Now that you have created a project, you may add tasks to the project and if desired, assign those tasks to members of your workspace.