Managing & Customizing

Adding Teams, Activity Types, Milestones and Custom Fields to Projects

Adding Teams to Projects

Please note: Only users with permission to edit projects can add or manage teams within a project. Teams assigned to projects are visible to anyone wi...

Adding Activity Types to Your Projects

Please note: Only users with permission to create/edit projects can add or manage Activity Types within a project. Activity types assigned to projects...

Adding Milestones: Track Key Project Dates and Deadlines

Please note: A dding milestones is only available on the Blackbelt or Master plan. Grasshopper subscribers can easily upgrade by following this walkt...

Using Custom Fields: Categorize Projects & Clients by Status, Estimate Hours, and More

Please note: You need to have administrator permissions to manage custom fields. Please contact an administrator in your account if you need increased...