Plan and track a project
8 minCreate a project, break it into tasks and watch delivery and profitability.
- 1Project
- 2Tasks
- 3Timesheets
- 4Status
- 5Invoice
- 1Create the project
Open Projects → Projects → All Projects and add one with a customer, budget and dates.
- 2Add tasks
Open Tasks → Task Kanban or Task List and add tasks with owners and due dates. Use the Gantt view for dependencies.
- 3Log time and expenses
Team members record hours; Reporting → People & Time shows workload and hours.
- 4Track money
Reporting → Financial shows profitability and unbilled work in progress so nothing goes unbilled.