Project & Timesheets

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Contenu du cours

Project Management
- Project basics and your first task 40 xp
  - Quiz
- Project stages and statuses 60 xp
- Customize projects 60 xp
- Top bar 60 xp
Tasks Management
- Creating tasks from emails and web forms 60 xp
  - Quiz
- Creating tasks from sales orders 40 xp
  - Quiz
- Subtasks 40 xp
- Task dependencies 60 xp
- Recurring tasks 60 xp
  - Quiz
- Visibility and collaboration 60 xp
  - Quiz
- Automations 60 xp
  - Quiz
- Milestones 40 xp
Time Management
- Timesheets basics 10 xp
- Timesheets configuration and leaderboard 40 xp
  - Quiz
Invoicing
- Invoicing project tasks 40 xp
  - Quiz
Reporting and Analytics
- Project dashbord 60 xp
- Measuring project's profitability 60 xp
  - Quiz
- Customer ratings 40 xp

Project stages and statuses

60 XP

In this course, you'll learn to manage project stages and statuses by practicing.

Project stages are vertical columns used to track a project’s progress in the Kanban view. They can be customized according to your needs.
Project status indicates the perspective of the project’s success, e.g. ‘On track,’ ‘At risk.’ Project statuses cannot be customized.

If you are stuck on a question, we recommend watching this video, but it's optional.

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