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Getting started
Getting started

Access step-by-step guides on working with the system


How to create a Size Matrix
How to create a project?
How to load a project template into a project?
How to save a project as a new project template?
How to create a project template from the Admin Panel?
How to create and assign a task (single task)?
How to create and assign Recurring Tasks?
How to set dependencies for activities?
How to create and assign labels to an activity?
How to view/work activities for "Today" in the My Reminders Hub?
How to assign tasks from the My Reminders Hub?
How to access tasks related to an activity in the My Reminder Hub?
How to edit activities in a project?
How to access/edit project details from My Reminders Hub?
How to work with notifications from My Reminders Hub?
How to set/change an activity's My Reminder date?
How to escalate a problem related to a task?
How to reschedule an activity?
How to reschedule a task?
How to create/add activities?
How to delete an activity?
How to view project attachments?
How to view activity attachments?
How to change a task's owner?
How to duplicate a project?
How to create a goal?
How to delete a goal?
How to edit a goal?
How to add a goal to a board?
How to create a board?
How to edit a board?
How to delete a board?
Task estimation and logged hours
How to assign duration to an activity?
How to edit and delete an activity duration?
How to use the Calculate Target Deadline functionality?
How to create a collection?
How to create an item in a collection?
How to link a project to a style?
How to edit a Size Standard?
How to create a Size Standard in the Admin panel?