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Projects
Learn how to create projects, tasks, and how to use the Kanban Board
34 articles in this collection
Written by
Andrei Monenciu
and
Marcel T.
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 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
What is the (Kanban) Board view?
Learn how to use the kanban or board view.
Written by
Andrei Monenciu
Updated over a week ago
How to use the task Calendar view
Learn how to access and use the task calendar view and how it helps you.
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?
learn how to 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