Projects

How do I add a project?

Learn how to add a new project and how to set it up.

Written by Marcel T.
Updated over a week ago

Types of projects in Paymo

Learn how to use time based, flat rate and non billable projects.

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.

Written by Andrei Monenciu
Updated over a week ago

How to use project templates?

Learn how project templates work, how to create a project template and how to use project templates.

Written by Andrei Monenciu
Updated over a week ago

How to duplicate projects

Learn how to copy/paste projects

Written by Marcel T.
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.

Written by Andrei Monenciu
Updated over a week ago

What is the (Kanban) Board view?

Learn how to use the kanban or board view.

Written by Andrei Monenciu
Updated over a week ago

What are the different views in Tasks?

Learn how to use the different task views: List, Table, Board and Gantt.

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.

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

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.

Written by Andrei Monenciu
Updated over a week ago

How do I archive a project?

Learn how to archive a project.

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.

Written by Andrei Monenciu
Updated over a week ago

How do project and task IDs work?

Learn how project and task IDs work

Written by Andrei Monenciu
Updated over a week ago

How to use rich text formatting in project descriptions

Written by Andrei Monenciu
Updated over a week ago

How do I add task lists and tasks?

Written by Andrei Monenciu
Updated over a week ago

How to re-order tasks

Learn how to reorder your tasks.

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

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

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.

Written by Andrei Monenciu
Updated over a week ago

Can I move tasks to another project?

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

Written by Marcel T.
Updated over a week ago

How to convert subtasks into tasks

Written by Andrei Monenciu
Updated over a week ago

How to re-order subtasks

Written by Andrei Monenciu
Updated over a week ago

What are workflows?

Learn what workflows are and how to edit your workflows.

Written by Andrei Monenciu
Updated over a week ago

Task priorities

Learn how to add task priorities and group tasks after them.

Written by Marcel T.
Updated over a week ago

How do I filter the projects list?

Learn how to easily find the desired projects and filter them.

Written by Andrei Monenciu
Updated over a week ago

Full task details

Learn how to access and edit the full task details

Written by Marcel T.
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.

Written by Andrei Monenciu
Updated over a week ago

How to attach files

Lean how to attach files to tasks, comments, and projects from your PC or Google Drive

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.

Written by Marcel T.
Updated over a week ago

How to use Milestones

Learn how to create a milestone and how milestones work.

Written by Andrei Monenciu
Updated over a week ago

How to turn off email notifications

Learn how to turn off email notifications.

Written by Andrei Monenciu
Updated over a week ago