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Working in Projects

  • Working with Guests/Clients in a project 👥
  • Links in projects
  • Tasks in Upbase ✅
  • Duplicate projects
  • How to add clients to a project
  • Automations
  • Custom task views in projects
  • Files in projects
  • Docs in projects
  • Relations: Link tasks to related docs, files, and messages
  • Time tracking & Timesheets
  • How to notify someone after adding a task, doc, file, or link
  • 🚀 How to create your first client project
  • How to setup your project workflow 🧩
  • Task custom fields
  • Publicly share a task board, doc, or file
  • Invite and collaborate with members in Upbase

Categories

  • FAQs
  • Getting Started
  • Tasks
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  • Working in Projects
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