While jobs can span across several days, if you are dealing with long-term projects that involve intricate work assignments and specific invoicing requirements, it may be beneficial to utilize the Project record. This approach helps you manage initiatives that extend over a longer timeframe and encompass multiple tasks assigned to them.

To enable Projects or learn more, visit the Project Management article.

To create a project, begin by selecting the Work tab from the bottom menu. Then select Projects.

To organize your existing projects, select from the menu at the top of the screen (All, Open, Closed, Unassigned, By Status). Additionally, sort between Team Projects and My Projects using the arrows.

To create a new project, click Create New.

Now you can fill in the details of your project. To learn more about filling in these details, read the Project Management article.

After completing and saving your new project, you can view the project record. On this page, you can change the project status and track your progress using the completion percentage slider to indicate your current completion level.

From this page, you can also:

Click Actions to perform any of these actions, or select any of these actions from the tabs at the top of the screen.