Productivity
Learn how to manage projects, tasks, and team resources productively
27 articles
Projects
How to manage your projects
- All about ProjectsRun projects with clarity, control, and collaboration.
- How to edit your project's nameFollow these steps to easily change a project's title
- Editing your project's settingsEdit and manage project details, billing, and configuration.
- Project Billing TypesChoose how your projects are billed and tracked.
- How to set service hourly rateManage billing for projects that include multiple services with different hourly rates.
- Project InsightsGet an overview of your project's financial health.
- Project budgetsSet and track budgets to stay on target across your projects.
- How to upload and send files to your clientsEasily share images, PDFs, and more with your clients directly from your projects.
- Turning off automatic notifications and reminders for your projectLearn how notifications and reminders can be turned off for your projects.
- Completing, archiving, or deleting a projectLearn how to mark a project as completed, archive it, or delete it permanently after it has ended
- Custom project numbering and project IDsUnderstand and customize project IDs for improved project tracking and management
- The Workload viewPlan and manage tasks based on team capacity.
- Archiving or deleting a projectLearn how an active project can be archived or deleted.
- Budget forecast based on task estimatesLearn how to utilize our budget forecast feature.
Tasks
Create tasks
- How to create and track tasks with BonsaiLearn how to create, organize, and track tasks with step-by-step instructions
- Leveraging task templatesEasily organize repeatable tasks with preset lists.
- Task template automationA guide to automating task creation using predefined task templates within Project Automations.
- Task and subtask notificationsLearn how task notifications work across tasks and subtasks.
- How to set task dependenciesTask dependencies help teams manage work order, timelines, and task coordination across projects.
- Duplicating tasks and task templates
Time Tracking
How to track your time