Projects allow you to group multiple related tasks into a single overview. This makes it easier to plan, assign, and monitor larger activities. Projects are useful for tasks such as deep cleaning, seasonal maintenance, renovation work, or any other activity that consists of multiple tasks.
Creating a project
Follow the steps below to create a new project:
Navigate to Tasks > Projects > Projects.
Click New project in the top-right corner.
Enter a clear title for the project and add a description if required.
Click Save changes to create the project.
Adding tasks to a project
A project can be linked to both one-time tasks and automated tasks. For more information about creating tasks, please refer to the knowledge base articles Creating a one-time task and Creating automated tasks.
Managing tasks within a project
All tasks linked to a project can be viewed from within the project overview. Navigate to Tasks > Projects > Projects and click on the eye icon next to the relevant project.
All tasks associated with the project will be displayed based on the selected filters. This overview allows you to monitor the progress of the project and quickly see which tasks have been completed and which are still pending.
