Projects is Holded's project management tool. With Projects, you can create and keep track of all your projects, and facilitate communication between the members of your team involved in each of the tasks.
Projects are organized using templates, lists, and tasks. The templates contain lists that organize the phases of the workflow, and each of these lists includes the tasks contemplated in each phase are divided.
Check out this article to find out more about project templates available in Holded
What can you do in Projects?
Managing your projects
Creating a project
Using advanced options when creating a project
Choosing the type of view for your projects and tasks
Adding lists to your projects
Adding and organizing files in your projects
Viewing your project's summary
Creating discussion forums within your projects
Creating and deleting notes in your projects
Duplicating, archiving, and deleting projects
Invoicing time records in your projects
Viewing logged and approved hours by employee and project category
Using time records
Using the filter, segmentation, and column configuration options in your form list
Managing forms created in projects
Creating forms for your tasks in projects
Invoicing projects
Using advanced options when creating a project
Choosing the type of view for your projects and tasks
Adding lists to your projects
Adding and organizing files in your projects
Viewing your project's summary
Creating discussion forums within your projects
Creating and deleting notes in your projects
Duplicating, archiving, and deleting projects
Invoicing time records in your projects
Viewing logged and approved hours by employee and project category
Using time records
Using the filter, segmentation, and column configuration options in your form list
Managing forms created in projects
Creating forms for your tasks in projects
Invoicing projects
Configuring your projects
Setting the general configuration of your project
Configuring members and their roles per project
Configuring project columns with Kanban and Backlog type boards
Assigning contacts for project billing
Establishing the billable rate by category
Setting the billable rate and cost/hour per user
Customizing billing and budgeting preferences per project
Configuring members and their roles per project
Configuring project columns with Kanban and Backlog type boards
Assigning contacts for project billing
Establishing the billable rate by category
Setting the billable rate and cost/hour per user
Customizing billing and budgeting preferences per project
Analyzing your projects
Checking the profitability of your projects
Consulting the task by type report
Consulting the profitability by project report
Consulting the new projects report
Consulting the task status report
Viewing the response by form report
Consulting the report of logged hours
Consulting the report of new and completed tasks
Checking the workload of your team members
Consulting the task by type report
Consulting the profitability by project report
Consulting the new projects report
Consulting the task status report
Viewing the response by form report
Consulting the report of logged hours
Consulting the report of new and completed tasks
Checking the workload of your team members