Introduction

• What is the Projects section?

Projects

• What are the templates available in Projects and what are they used for?

• How to set up columns of projects with Kanban and Backlog boards
• How to configure team members and their roles per project
• How to set the general configuration of your project

• How to add and organize files in your projects
• How to add lists to your projects
• How to choose the view format for your projects and tasks
• How to use advanced options when creating projects
• How to create a project
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• How to import your projects from Trello
• How to export your projects from Holded
• How to import your projects from an Excel file

• How to check the workload of your team members
• How to check the profitability of your projects

Tasks

• What are Tasks in Holded?

• How to configure task types per project
• How to configure task statuses per project

• How to apply filters and segments to your task list
• How to create subtasks using checklists
• How to transfer tasks from one project to another
• How to delete and archive tasks
• How to change the order of tasks or transfer them to another list in the same project
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Billing and budgeting

• How to allocate project costs
• How to invoice the amount of a project
• How to create budgets for your projects
• How to assign documents already created when invoicing projects

• How to assign contacts for project billing
• How to customize billing and budgeting preferences per project
• How to set the billable rate and cost/hour per user
• How to set the billable rate by category

• What is project billing in Holded?
• What are the billing and budgeting configuration options in projects?

Time records

• How to bill time records on your projects
• How to use time records
• How to view logged and approved hours by employee and project category

Forms

• How to manage created forms for a Project
• How to use filters, segmentation, and column configuration options in your form list
• How to create forms for your tasks in Projects

Reporting

• What are the project reports?

• How to consult the response report by form
• How to view the logged hours report
• How to view the task by type report
• How to view the task by status report
• How to view the new and resolved tasks report
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