The projects feature allow you to assign any number of tasks to a specific project and then report all tasks as a group. This can be useful for tracking larger projects which utilize various types of tasks.

Creating a new Project

  • Administrators and Supervisors can create new Projects via the setup menu > projects.
  • To create a new Project click the Create New Project button
  • Name your new Project
  • Set its status as Active or Inactive (a Project is Active by default)
  • Set a Project End Date - this date will remove the option to create a task for your Project. This is typically set to your expected project end date.
  • If you wish another use control to this Project you may add another user using the Project Owner dropdown selection

Viewing and Reporting Projects

  • Administrators and project owners can view Projects via the dashboard menu > projects.

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