Help -> Projects -> Managing
Below is an overview of the options available on each Project through clicking the Manage button found on a Project page.
- Add Note: This is how you can leave a Note that can be seen by all the Members of your Leadership Team that can view this Project.
- Create To-Do: Creating a To-Do through the Manage button is different from creating To-Dos through the Top Blue Bar or creating To-Dos through the My To-Dos page, and below are the key differences.
- To-Dos created through the Manage button can be seen by everyone who can see the Project.
- Creating To-Dos through the Manage button enables you to create To-Dos for the entire Group at the same time.
- Create Reminder: Creating a Reminder through a Project's Manage button will automatically link that Reminder to that Project.
- Manage Files: With each Project, you are able to upload (and delete) files that are associated with the particular Project. Whenever someone manages a file, the system automatically leaves a Note about it in the Project's Notes tab.
- Manage Display Image: By default, the Display Image of the Link To Person will be shown with the Project, but you can override this default Display Image by uploading a custom Display Image for the Project. The Project's Display Image is shown on the Project's page as well as on pages where the Project is listed. Whenever someone manages a Display Image, the system automatically leaves a Note about it in the Project's Notes tab.
- Set Completed: Setting a Project's status to Completed will move that Project from the Open tab to the Completed tab. Once a Project is Completed, the only option available through the Manage button is to Re-Open the Project. The system automatically leaves a Note about Status changes in the Project's Notes tab.
