Getting Started
      Back to home
      1. Help Center
      2. Projects
      3. Getting Started

      Leveraging the Project Board and List

      Organize and update your boards to keep track of where projects are at at all times

       

      Project Board Customization


      Quick tips to leverage your Project Boards
      1. Drag and drop to organize
      2. Customize stages on each board by clicking  
      3. Access and customize your 'Building' & 'Completed' boards on the left
      4. View your projects by "Board" or "List" view

      Updating Projects on Your Board

      Assigning, Won, Lost, and Budget

      Project Actions:

      • Assign users to projects
      • Mark projects as Selling, Won, or Lost
      • Track projected pipeline value for each stage

      Pipeline values reflect initial budgets and can be updated on your 'Project Overview' page.

      Need help with your Project Board? Reach out to our Customer Success team through the in-app chat!