Managing Projects
Project details, statuses, documents, and navigation.
By Dave and 1 other2 authors4 articles
- How to manage a projectEdit a project's name, assignee, labels, and status, customize the Overview page, archive a project, or delete one and have support restore it.
- How to set up project statuses and labelsAdd, rename, reorder, and delete project statuses, set which events move a project forward, and create labels from Settings.
- How to create documents with HandyCreate a scope of work, material list, or work order in a project, let Handy write the first draft, then edit, share, export, or print it.
- How to record a meeting and turn it into a documentRecord a client call or site visit from a project, and Handoff creates a document with a summary, key takeaways, next steps, and a transcript.