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Projects & Planning Tools
Projects & Planning Tools
Projects are where your planning tools live.
16 articles
Projects Overview
What is a Project?
Projects, Leads, and Contacts
Project Types Overview
Categories
What is a Category?
🎥 Category Templates Overview
Can a Client add a Category to a Project?
Tasks
🎥 Task Statuses
🎥 Task Groups
Assigning tasks to staff and clients
List View & Board View
Event Workflows
2 articles
Timelines
Timelines Overview
Sharing a timeline with client or contact
Timeline Templates
Exporting a Timeline as a PDF
