Projects
Keep delivery planning, tasks and meetings together.
Sign in with your own approved account. Open Projects through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- Choose + New project, then enter its name, template, owner and dates.
- Save the project and select it in the project list.
- Review its plan and tasks; open individual work items to update responsibility and progress.
Check the result
The project remains in the list after refresh and its tasks belong to the intended project.
Screen markers
- 1. Search projects
- 2. Refresh
- 3.
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
Each task has one accountable owner, optional collaborators and reviewer, checklist, deadline, priority and blocker. Add comments rather than overwriting another person’s work. If a reviewer is assigned, follow its review status. Lead follow-ups create related automatic work; change their lead’s follow-up date to reschedule/clear them. Calendar shows CRM events and deadlines in day/week/month views. External Google/Microsoft calendar synchronisation is not connected.
हिन्दी में समझें
हर काम का एक ज़िम्मेदार व्यक्ति रखें। मदद करने वाले, काम जाँचने वाला, आखिरी तारीख, प्राथमिकता और काम क्यों रुका है — यह भरें। दूसरे का काम मिटाने के बजाय टिप्पणी जोड़ें। जाँच करने वाला तय हो, तो उसकी मंज़ूरी लें। लीड का अगला संपर्क बदलने से उससे जुड़ा काम बदलता है। कैलेंडर में दिन, सप्ताह या महीने का काम देखें। गूगल/माइक्रोसॉफ्ट कैलेंडर अभी नहीं जुड़ा है।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
Full topic and field help · All screen guides · Learning centre