Projects
Delete a Project
To Delete a project: Open the project you want to delete On the project Info tab go to the "Project State" field and select Deleted. This will move that project to the deleted project list. Please note, that no no data is physically deleted, its ...
Manage Projects and Project Search
The Projects screen is a very powerful search and management tool. You can use the search screen to filter the list of projects you have in your firm and generate an interactive list of projects. This is useful for project management and ...
Creating Projects
Projects can be created in two different ways. You can create a project based on a project type or project template. Project type, is how you define your project workflows, question templates, and checklists. To see more details on how to create a ...