The Projects feature lets you gather emails, tasks, documents, and clients in one place.
What you gain
- Order: All related emails in one folder
- Quick access: Files always at hand
- Clear responsibilities: See who’s responsible for what
- Easy billing: Monitor time per project
Creating a Project
- Go to 4 dots -> Organization -> Projects
- Click + Add project
- Fill in: Name, Client, Users, Description
- Click Save
Advanced features
- Link emails to projects
- Tasks within projects with deadlines and priorities
- Document repository
- Custom statuses (In Progress, Waiting, Completed)
- Privacy controls
Subprojects
Projects can contain subprojects for breaking down large undertakings.
Important information
- Projects with tasks cannot be deleted - move tasks first
- Projects can be deactivated
- New tasks inherit the project’s responsible person
- Project names must be unique
- Documents created via + Add auto-copy the
client_id