Projects

Learn how to set up projects, tasks, and how the different views work.

34 Articles|By Andrei

Types of projects in Paymo
Learn about the different types of projects available in Paymo.
By Andrei
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Last updated 11 months ago
How do I add a project?
Learn how to create a project.
By Andrei
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Last updated 2 years ago
The structure of a project in Paymo
Learn about the basic structure of projects in Paymo.
By Andrei
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Last updated 11 months ago
How to use project templates?
Learn how to use project templates.
By Andrei
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Last updated 11 months ago
How to duplicate projects
Learn how to duplicate projects.
By Andrei
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Last updated 11 months ago
How to create and use retainer projects
Learn how to set up and use retainer projects. See how to invoice retainer projects.
By Andrei
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Last updated 2 years ago
How to use Project Statuses
Learn how to use Project statuses.
By Andrei
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Last updated 11 months ago
How do I export the projects list?
Learn how to export the project list.
By Andrei
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Last updated 11 months ago
How do I archive a project?
Learn how to archive projects.
By Andrei
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Last updated 11 months ago
How do I delete a project?
Learn how to delete a project
By Andrei
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Last updated 11 months ago
How do I filter the projects list?
Learn how to use the filters to find exactly the projects you're looking for.
By Andrei
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Last updated 11 months ago
Client, Project & Employee Profitability
Learn how to use the finance option to see your profit margin and how profitable your projects and employees are.
By Andrei
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Last updated 2 years ago
How do I add task lists and tasks?
Learn how to add task lists and tasks to your projects.
By Andrei
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Last updated 2 years ago
What are the different types of tasks?
Learn how to use time based, flat rate and non billable tasks.
By Andrei
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Last updated 2 years ago
How the billing hourly rate hierarchy works
Learn about the billing hourly rate hierarchy.
By Andrei
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Last updated 2 years ago
What are the different task views?
Learn how to use the different task views.
By Andrei
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Last updated 2 years ago
How to use the (Kanban) Board view
Learn about the Kanban Board view.
By Andrei
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Last updated 2 years ago
How to use the task Calendar view
Learn how to use the Calendar view.
By Andrei
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Last updated 2 years ago
How do project and task IDs work?
Learn how to set up task and project IDs and how they work
By Andrei
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Last updated 3 years ago
How do I re-order task lists?
Learn the best way to re-order your task lists
By Andrei
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Last updated 3 years ago
How do I re-order tasks?
Learn how to re-order your tasks.
By Andrei
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Last updated 3 years ago
How do I create a recurring task?
Learn how to use and create recurring tasks
By Andrei
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Last updated 3 years ago
How do I create a subtask?
Learn how to create and use subtasks
By Andrei
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Last updated 2 years ago
How do I create workflows?
Learn how to create and use workflows
By Andrei
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Last updated 3 years ago
How to use task priorities
Learn how to create and use task priorities
By Andrei
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Last updated 3 years ago
How to access full task details
Learn how to access and use the full task details view
By Andrei
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Last updated 2 years ago
How to use project and task reminders
Learn how to set due date and time budget reminders.
By Andrei
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Last updated 2 years ago
How do I add files?
Learn how to add files to tasks, projects, comments and more.
By Andrei
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Last updated 2 years ago
How to comment on a task or project
Learn how to leave comments on tasks or projects and collaborate with other users.
By Andrei
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Last updated 1 year ago
How to use milestones
Learn how to create and use a milestone
By Andrei
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Last updated 2 years ago
How to configure email notifications
Learn how to turn off or on your email notifications
By Andrei
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Last updated 2 years ago
How to use the project board view
This article will explain how to use the project kanban board view.
By Andrei
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Last updated 1 year ago
How do I follow tasks I'm not assigned to?
Learn how to follow a task that you're not assigned to.
By Andrei
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Last updated 1 year ago
How to perform bulk actions on tasks
Learn how to do use task mass actions, like moving them, assigning them in bulk and more.
By Andrei
|
Last updated 11 months ago

Paymo - Help Center

Projects

Types of projects in Paymo

How do I add a project?

The structure of a project in Paymo

How to use project templates?

How to duplicate projects

How to create and use retainer projects

How to use Project Statuses

How do I export the projects list?

How do I archive a project?

How do I delete a project?

How do I filter the projects list?

Client, Project & Employee Profitability

How do I add task lists and tasks?

What are the different types of tasks?

How the billing hourly rate hierarchy works

What are the different task views?

How to use the (Kanban) Board view

How to use the task Calendar view

How do project and task IDs work?

How do I re-order task lists?

How do I re-order tasks?

How do I create a recurring task?

How do I create a subtask?

How do I create workflows?

How to use task priorities

How to access full task details

How to use project and task reminders

How do I add files?

How to comment on a task or project

How to use milestones

How to configure email notifications

How to use the project board view

How do I follow tasks I'm not assigned to?

How to perform bulk actions on tasks