Projects

The Projects module is used to manage a project via the use of Project Tasks. A Project generally has a start date, an end date, a status and a priority, but the only required field is the Name.

A Project can contain one or more Project Tasks, with each Project Task also being dependent other Project Tasks.

Field Description
Name The name of the project.
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
Start Date The start date.
End Date The end date.
Status The status is metadata that helps you organize and group projects.
(i.e. Draft, In Review, Published)
Priority The priority is metadata that helps you organize and group projects.
(i.e. High, Medium, Low)
Assigned To The user that is the owner of the record.
Team The team or teams that the record is a member of.
Description A description of the record.

Subtopics