Get started with projects and jobs

Basic project

A basic project follows a simple straightforward workflow.

Create

Create a basic project.

Let's start

Assign

Add tasks to the project and assign them to users.

Let's start

Budget

Create budget line items and track expenses.

Let's start

Plan

Oversee the resources allocated to the project

Let's start

Multistage project

A multistage project consists of interconnected stages.

Create

Create a multistage project.

Let's start

Add

Define the stages of the project.

Let's start

Define

Add the significant points in the project.

Let's start

Start

Set the multistage project to In progress.

Let's start

Jobs

Jobs are useful when there are no complex dependencies or strict time management requirements.

Create

Create a job with or without a template.

Let's start

Assign

Associate a job with one or more state flows.

Let's start

Add

Add quick actions to provide quick access to common tasks.

Let's start

Comment

Use mentions to comment on a job.

Let's start