Project collaboration
Create and manage an unlimited number of projects with participants both inside and outside your company.
View projects
View your list of projects and access a project detail page.
Add a new project
An overview of adding a new project.
Add a project update
Add an update for a project including attachments.
Send project email
Send emails to a project to automatically create updates.
Create offline reports
How to create an offline report of your project activity.
Project activities
Add and view events and tasks for a project.
Invite participants
Invite projects participants both inside and outside your company.
Participants view
Overview of what outside project participants see when they login.
Project groups
Create groups to subdivide and organize your projects.
Search for projects
Find projects using the keyword search.
Exporting records
Export projects to Excel.
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Simple CRM for everyone
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