Getting Started Step 15A Set up Default Tasks Types and Personas for Each Project You can optionally add a default Task Type and a default Persona for each of your Projects. You should set these up if most of the tasks you add for a Project pertain to a particular...
Getting Started Step 27 Create A Project From A Template Creating a new Project from a Template is simple and fast to do. Creating a new Project from a Template will bring over all of the tasks from the Template, along with any task settings for each task such as...
Getting Started Step 19 Rearrange Project Tasks Using Drag & Drop After you’ve added tasks to a Project List, you can easily rearrange them using drag & drop. When rearranging Project tasks, keep in mind that you can have nested levels of Project tasks. Each...
Getting Started Step 15 Add Project Lists Project Lists are geared toward more complex lists of related tasks. Project Folders are helpful for grouping and organizing your projects. Project Folders can contain Project Lists (Projects) as well as other Project Folders....
Getting Started Step 20 Edit Project Tasks Once you’ve added your Project tasks, you can begin setting due dates & times, priorities, and task organizers for any of these tasks. These settings are optional. Editing Project Tasks is very similar to adding...
Getting Started Step 17 Rearrange Project Folders Using Drag & Drop After you’ve added Project Folders (either stand-alone or within other Project Folders), you can easily rearrange them using drag & drop. When rearranging Project Folders, keep in mind that...
