Managing projects
- Display the <Project-name> - Details screen
The <Project-name> - Details screen displays detailed information for a single project and is the starting point for project maintenance. - Monitoring ongoing projects
Both the Home view navigation tree and the Projects view navigation tree contain options for monitoring projects. - Adding jobs to a project or removing jobs from a project
- Scheduling project steps
This procedure describes how to assign a 'completion required by' date and time to each workflow step for each task in a project. - Downloading a step reminder to Microsoft Outlook
- Displaying the Assign Users screen
You assign users to project steps from the Assign Users screen. You can also change the currently assigned users. - Assigning users to project steps
- Downloading project files
- Uploading project reference material
- Deleting a project