Projects - Help Center

Types of projects in Paymo

Learn about the different types of projects available in Paymo.

Written by AndreiLast update 14 days ago

How do I add a project?

Learn how to create a project.

Written by AndreiLast update 1 year ago

The structure of a project in Paymo

Learn about the basic structure of projects in Paymo.

Written by AndreiLast update 14 days ago

How to use project templates?

Learn how to use project templates.

Written by AndreiLast update 14 days ago

How to duplicate projects

Learn how to duplicate projects.

Written by AndreiLast update 14 days ago

How to create and use retainer projects

Learn how to set up and use retainer projects. See how to invoice retainer projects.

Written by AndreiLast update 1 year ago

How to use Project Statuses

Learn how to use Project statuses.

Written by AndreiLast update 14 days ago

How do I export the projects list?

Learn how to export the project list.

Written by AndreiLast update 14 days ago

How do I archive a project?

Learn how to archive projects.

Written by AndreiLast update 14 days ago

How do I delete a project?

Learn how to delete a project

Written by AndreiLast update 14 days ago

How do I filter the projects list?

Learn how to use the filters to find exactly the projects you're looking for.

Written by AndreiLast update 14 days 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.

Written by AndreiLast update 1 year ago

How do I add task lists and tasks?

Learn how to add task lists and tasks to your projects.

Written by AndreiLast update 1 year ago

What are the different types of tasks?

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

Written by AndreiLast update 1 year ago

How the billing hourly rate hierarchy works

Learn about the billing hourly rate hierarchy.

Written by AndreiLast update 1 year ago

What are the different task views?

Learn how to use the different task views.

Written by AndreiLast update 1 year ago

How to use the (Kanban) Board view

Learn about the Kanban Board view.

Written by AndreiLast update 1 year ago

How to use the task Calendar view

Learn how to use the Calendar view.

Written by AndreiLast update 1 year ago

How do project and task IDs work?

Learn how to set up task and project IDs and how they work

Written by AndreiLast update 2 years ago

How do I re-order task lists?

Learn the best way to re-order your task lists

Written by AndreiLast update 2 years ago

How do I re-order tasks?

Learn how to re-order your tasks.

Written by AndreiLast update 2 years ago

How do I create a recurring task?

Learn how to use and create recurring tasks

Written by AndreiLast update 2 years ago

How do I create a subtask?

Learn how to create and use subtasks

Written by AndreiLast update 1 year ago

How do I create workflows?

Learn how to create and use workflows

Written by AndreiLast update 2 years ago

How to use task priorities

Learn how to create and use task priorities

Written by AndreiLast update 2 years ago

How to access full task details

Learn how to access and use the full task details view

Written by AndreiLast update 1 year ago

How to use project and task reminders

Learn how to set due date and time budget reminders.

Written by AndreiLast update 1 year ago

How do I add files?

Learn how to add files to tasks, projects, comments and more.

Written by AndreiLast update 1 year ago

How to comment on a task or project

Learn how to leave comments on tasks or projects and collaborate with other users.

Written by AndreiLast update 1 month ago

How to use milestones

Learn how to create and use a milestone

Written by AndreiLast update 1 year ago

How to configure email notifications

Learn how to turn off or on your email notifications

Written by AndreiLast update 1 year ago

How to use the project board view

This article will explain how to use the project kanban board view.

Written by AndreiLast update 3 months ago

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

Learn how to follow a task that you're not assigned to.

Written by AndreiLast update 1 month 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.

Written by AndreiLast update 14 days ago