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Projects

Use the Projects page to create, find, star, duplicate, archive, restore, and open projects.

  1. Select Projects and then New project.
  2. Enter Code, Name, description, customer, manager, start date, and end date.
  3. Select Create project.
  4. Use Search projects…, Status, Customer, Manager, Show archived, or Starred only to find work.
  5. Use Star, Duplicate, Archive, Restore, or Open on a project.

Project statuses are Active, Completed, and Archived. Archived projects leave active lists but can be restored. The On hold filter is visible but is not a usable status in the current production flow.

Related: Tasks, Reports, Project groups.