Projects
How to use the filters in a project?The Atlas filters assist in monitoring the project's progress accurately and effectively, allowing you to filter actions by status, respon...
How to create a project?Go to "Projects"
Click on "Create New"
Define the project name and click on "Next"
Choose the members who will join and select the button ...
How to create a copy of a project?To create a copy of a project, do the following:
Go to the project where you want to create a copy;
Click on the three dots at the top rig...
How to create an action on a project?The projects are working groups as well as the books of accounts, but they contain a deadline for their completion. The actions are the he...
How to add or remove members of a project?From the left-side menu, go to the "Projects" option;
Select the project where you want to add new members;
Click the green "+" that appea...
How to add or remove owners of a Project?From the menu on the left side, go to the "Projects" option
Select the project where you want to add new owners.
Click on the green "+" th...
How to generate a project report?To generate a project report, do the following:
Go to the project you want to generate the report from;
Click the three dots on the top r...
How to do the backup of a Project?To backup a project, follow these steps:
Go to the project where you want to backup;
Then click the three dots that are located on the to...
How to archive a project?In the menu on the left side, go to the "Projects" option
Select the project you want to archive
In the upper right corner, in the "three ...
How to restore a project?In the menu on the left side, go to the "Projects" option
Click on the "Archived Projects" button
Select the project you want to restore
T...
How to create a project?Go to “Projects” and click on: Create new;
Set the project name and click “Next”;
Choose the members who will be part of it and click on “...