Project & Timesheets

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Course content

Project Management
- Project basics and your first task
- Project stages and statuses 60 xp
- Customize projects 60 xp
- Top bar 60 xp
Tasks Management
- Creating tasks from emails and web forms
- Creating tasks from sales orders
- Subtasks 40 xp
- Task dependencies 60 xp
- Recurring tasks
- Visibility and collaboration
- Automations
- Milestones 40 xp
Time Management
- Timesheets basics 10 xp
- Timesheets configuration and leaderboard
Invoicing
- Invoicing project tasks
Reporting and Analytics
- Project dashbord 60 xp
- Measuring project's profitability
- Customer ratings 40 xp

Project stages and statuses

60 XP

In this course, you'll learn to manage project stages and statuses by practicing.

Project stages are vertical columns used to track a project’s progress in the Kanban view. They can be customized according to your needs.
Project status indicates the perspective of the project’s success, e.g. ‘On track,’ ‘At risk.’ Project statuses cannot be customized.

If you are stuck on a question, we recommend watching this video, but it's optional.

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