Projects & Tasks
Learn about Project and Task Management with your team, contractors and clients.
- Adding and Removing Users from a Mailbox or Project
- Archiving and Deleting Projects and Mailboxes
- Bulk Edit and Filter Tickets by Job
- Changing Workflows on an Existing Project or Mailbox
- Create a Project That Uses Workflow Jobs
- Duplicating Tasks Instantly
- Exporting Tasks and Conversations
- Getting Started with Workflow Jobs
- Introduction to Projects
- Link Tasks to Conversations and Vice Versa
- Managing Email Notifications
- Moving Tasks to Another Project (or Conversations to Another Mailbox)
- Setting up Description Templates
- Using Filters to find Tasks and Conversations
- Using Kanban Boards
- Using Project & Mailbox Notes
- Using Tags to Organize Work