Help -> Projects -> Summary

Starting Point: Logged into Manager with Access to Projects and navigated to "Manager -> Productivity Tools -> Projects".

Below is a quick overview of Projects.

• Projects can be used for a variety of purposes.
  • Prayer Requests
  • Care Tracker
  • Project Management
  • Event Coordination
• There is a separate Projects help article about Access and Groups that discusses the following in more detail.
  • Admins can create Projects, but Leaders need to be given Access before they can create new Projects.
  • Admins can see all Projects, but Leaders with Access to Projects also need to be a Member of a Project's Assigned To Group.
• There is a separate help article about Creating and Editing Projects that discusses the following in more detail.
  • Project Name
  • Link To Person
  • Assigned To Group
  • Assigned To Person
  • Description
  • To-Dos
• There is a separate Projects article about Managing Projects that discusses the following in more detail.
  • Add Note
  • Create To-Do
  • Create Reminder
  • Manage Files
  • Manage Display Image
  • Set Completed
• There is a separate help article about Linking Tickets to Projects that discusses the following in more detail.
  • You can link Tickets to Projects from a Ticket Details page.
  • You can see Tickets that are linked to a Project on that Project's Info tab.

Related Help Documentation:

• Help -> Projects -> Access and Groups
• Help -> People Database -> Access
• Help -> Groups -> Summary
• Help -> Projects -> Creating and Editing
• Help -> Projects -> Managing
• Help -> Projects -> Linking Tickets

Applicable Manager Links:

• Manager -> Communication Tools -> People Database
• Manager -> Communication Tools -> Groups
• Manager -> Productivity Tools -> Projects