Portfolio, project and task management
This Knowledge base section encompasses everything related to managing portfolios, projects and activities, including tracking time and financial information.
- Auto-assigning activities to project members
- Project snapshots
- Sharing project snapshots with guests
- Project AI forecast
- Project draft status
- Deleting projects
- Activities
- Creating activities
- Adding sub-activities
- Adding sub-activities in Activity center
- Changing sub-activity to top level activity
- Editing activities in Activity center
- Activity start and end dates
- Activity assignments
- Editing activity assignees
- Selecting activities
- Activity statuses - Treat as completed or not
- Duplicating activities
- How to copy an activity to multiple projects
- Moving activity to another project
- Moving activities within a project
- Creating recurring activities
- Rescheduling a recurring activity
- Extending a recurring activity
- Cancelling a recurring activity
- Activity health
- Audit trail in activities and projects
- Activity following
- Scheduling activity hours
- Changing activity to sub-activity