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Product guide · Authorized project users and assigned employees

Projects and tasks

Create project records, assign task ownership and keep progress attached to the work being tracked.

  1. STEP 01

    Set up the project

    Open the company Projects workspace and create or review the project’s actual planning information, priority and status. Confirm which company employees should be involved.

  2. STEP 02

    Assign the work

    Create project-linked tasks with clear owners and the supported dates/priorities. Review the task details with the assigned employee so an assignment has practical context.

  3. STEP 03

    Keep status current

    Employees and authorized reviewers update the supported task status and activity. Use the recorded work for follow-up conversations; do not assume task status proves billable time or client acceptance.

Before you finish

  • The project belongs to the correct company.
  • Each task has a clear responsible owner.
  • Status updates describe the actual work.

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