Projects Overview features a Project Management module where users can create and manage projects, tasks, and track progress. are comprised of , with designated start and deadline dates, creators, team members, and […]
Create New Project If you have permission in your user role to “Add/Edit Projects“, you can create a new project by going to Projects >> Projects List and clicking the + New Project […]
Create a Project from inside a Meeting As of v6.3, you can create a from inside a meeting as well as from the screen. are a way of grouping a series of that are all interrelated. If […]
Tasks by Projects (Manager View) The nice thing about working with real people and real data is there are SO many different ways to visualize, update, sort, and export that information. Some people love to […]
Project Gantt If enabled in your user role, you will have the option to “Visualize” projects. This pulls up an interactive Gantt chart. NOTE: If no initiatives are present in Administration >> […]
Project Reports As with the rest of the application, we aggregate granular information into high-level reports so you can get a visual overview of how projects are coming with our Project Reports. […]
Task and Challenge History Meetings and Projects have an activity log which maintains a history of everything that’s happened with them. Tasks, the building blocks of Projects and Meetings, also keep a detailed timeline […]
Speech Recognition and Summarization Click the microphone icon in any speech-enabled modal, and transcription will begin. When you are done, simply click the microphone again. If you would like an AI-powered summarization of that transcription, click the magic wand.
Integrating Tasks with Your Calendar Keeping your schedule organized and managing your time effectively are crucial elements of productivity. At , we understand the importance of having your tasks aligned with your daily planner. That’s […]
How to Use Recurring Projects and Project Templates Project Templates and Recurring Projects allow admins to create a series of tasks grouped into a project, which can then be set to recur at a specified interval.
Getting Started with Projects “Projects” are a way to bring parts of the application together into formalized meetings and group tasks into projects. It’s part meeting management and part project management–with a lot of […]