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What kind of information can I see by using the milestone graphs tab?

Time tracking and task management graphs in the milestone gives project managers a visual overview of milestone health. Similar to the project dashboard, the milestone graphs will reveal milestone progress by task status, task modules, task assignees, as well as time tracked on milestone tasks broken down by person and module. The goal of implementing […]

Default work types

Default Work Types help you quickly create projects. These defaults are copied into each project when you create a project. At the project level, you can customize the Hourly Rate and it will keep the association with the work type. This is useful if your hourly rates change per project, i.e. you give some clients […]

Can I add a new default module or work type to existing projects?

When a project is created it automatically inherits the list of default work types and modules from the Settings & Defaults section of your account. But what happens when you add a new default? Existing projects will not automatically inherit default work types and modules created after the project. The newly created work type or […]

How are milestones used?

Milestones and can be used to manage a multi-task deliverable. They exist below the project level within the project hierarchy, and this means you cannot have a milestone be part of multiple projects. A milestone can be used to show the status of each task that is associated with it. Milestones are completely optional. We almost never use them […]

How do I update tasks in bulk?

Multiple tasks can be updated at once in bulk, at a maximum of 200 at a time (max number of items per page) using the check boxes paired with the “With selected” drop-down menu at the bottom of the task list. A common use of the bulk task update functionality is to close multiple tasks […]

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