Projects

Learn how to create projects, tasks, and how to use the Kanban Board

Andrei Monenciu avatar Marcel T. avatar
31 articles in this collection
Written by Andrei Monenciu and Marcel T.

How to turn off email notifications

Learn how to turn off email notifications.
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Written by Andrei Monenciu
Updated over a week ago

Types of projects in Paymo

Learn how to use time based, flat rate and non billable projects.
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Written by Andrei Monenciu
Updated over a week ago

How do I add a project?

Learn how to add a new project and how to set it up.
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Written by Andrei Monenciu
Updated over a week ago

The structure of a project in Paymo

Learn how projects are structured and how to use task lists and tasks.
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Written by Andrei Monenciu
Updated over a week ago

How do I use Project templates?

Learn how project templates work, how to create a project template and how to use project templates.
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Written by Andrei Monenciu
Updated over a week ago

How the billing hourly rate hierarchy works

Learn how to set different billing rates for your tasks & projects, and how the hourly rates apply.
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Written by Andrei Monenciu
Updated over a week ago

What are the different views in Tasks?

Learn how to use the List, Table, Board and Gantt view in tasks.
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Written by Andrei Monenciu
Updated over a week ago

What is the (Kanban) Board view?

Learn how to use the kanban or board view.
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Written by Andrei Monenciu
Updated over a week ago

How to use Project statuses

Learn how to change a project status and add custom project statuses.
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Written by Andrei Monenciu
Updated over a week ago

How do I filter projects by status?

learn how to filter your project list by project status
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Written by Andrei Monenciu
Updated over a week ago

How do I export the projects list?

Learn how to export the project list as a CSV.
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Written by Andrei Monenciu
Updated over a week ago

How do I archive a project?

Learn how to archive a project.
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Written by Andrei Monenciu
Updated over a week ago

How do I delete a project?

Learn how to delete a project and what happens when you do that.
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Written by Andrei Monenciu
Updated over a week ago

How do project and task IDs work?

Learn how to set your project ID and how they work.
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Written by Andrei Monenciu
Updated over a week ago

How to use rich text formatting in project descriptions

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Written by Andrei Monenciu
Updated over a week ago

How do I add task lists and tasks?

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Written by Andrei Monenciu
Updated over a week ago

How to re-order tasks

Learn how to reorder your tasks.
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Written by Andrei Monenciu
Updated over a week ago

How to re-order task lists

Learn how to re-order your task lists by using drag and drop
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Written by Andrei Monenciu
Updated over a week ago

How to create and use recurring tasks

Learn how to create a recurring task and how recurring tasks work
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Written by Andrei Monenciu
Updated over a week ago

Types of tasks in Paymo

Learn how time based, flat rate and non billable tasks work.
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Written by Andrei Monenciu
Updated over a week ago

Can I move tasks?

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Written by Andrei Monenciu
Updated over a week ago

How to create and use subtasks

learn how to create a subtask and how to use it in your projects
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Written by Andrei Monenciu
Updated over a week ago

How to convert subtasks into tasks

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Written by Andrei Monenciu
Updated over a week ago

How to re-order subtasks

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Written by Andrei Monenciu
Updated over a week ago

What are workflows?

Learn what workflows are and how to edit your workflows.
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Written by Andrei Monenciu
Updated over a week ago

How do I filter the projects list?

Learn how to easily find the desired projects and filter them.
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Written by Andrei Monenciu
Updated over a week ago

Full task details

Learn how to access the full task details view and what you can do there.
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Written by Andrei Monenciu
Updated over a week ago

How to use project and task reminders

Set up notifications when your time budget reaches a certain percentage of the estimated budget or the due date approaches.
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Written by Andrei Monenciu
Updated over a week ago

How to add files

Lean how to add files to your projects and tasks from your computer or Google Drive account.
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Written by Marcel T.
Updated over a week ago

How to comment on a task or project

Learn how to leave comments on tasks and use discussions.
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Written by Marcel T.
Updated over a week ago

How to use Milestones

Learn how to create a milestone and how milestones work.
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Written by Andrei Monenciu
Updated over a week ago