Projects

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

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

Types of projects in Paymo

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Written by Andrei Monenciu
Updated over a week ago

The structure of a project in Paymo

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Written by Andrei Monenciu
Updated over a week ago

How do I add a project?

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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 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

How do I use Project templates?

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Written by Andrei Monenciu
Updated over a week ago

Simple View and Table View in Projects

Learn how to change from Simple to Table view in Projects
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Written by Andrei Monenciu
Updated over a week ago

What are the different views in Tasks?

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Written by Andrei Monenciu
Updated over a week ago

What is the (Kanban) Board view?

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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

What are workflows?

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Written by Andrei Monenciu
Updated over a week ago

How to re-order 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 do project and task IDs 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 to use 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?

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Written by Andrei Monenciu
Updated over a week ago

How do I archive a project?

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Written by Andrei Monenciu
Updated over a week ago

How do I delete a project?

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Written by Andrei Monenciu
Updated over a week ago

How do I filter the projects list?

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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

Types of tasks in Paymo

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Written by Andrei Monenciu
Updated over a week ago

Full task details

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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

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Written by Marcel T.
Updated over a week ago

How to use Milestones

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Written by Andrei Monenciu
Updated over a week ago