Projects

Create projects, the 8-step lifecycle, milestones, status changes, undo.

• Understand project stages and status

  How the eight milestone stages, template phases, tasks, and project status relate.

  Read · 2 min

• Create a project manually

  Create a team-scoped install or D&R project from an existing customer or a customer you add inline.

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• Change a project's status

  Edit status from the Projects list and understand when task-driven status derivation can update it again.

  Read · 1 min