These topics will help you to get started with Project Management in Autotask.
A project is a carefully planned series of tasks required to meet a specific business objective. Learn more about projects in Autotask.
ADMIN: Configuring project features
Find out how to customize projects to better meet your planning, working, and reporting needs.
Searching and managing projects, project templates and proposals
The Project Search page lets you search for, manage, and create projects and proposals.
This topic provides an overview of the project management lifecycle.
Adding a project with new content
This topic describes how to create a new project. For information on how to create a project from a template, refer to Using project templates.
This topic describes how to manage projects from different project views.
This is where you'll find the Project reports you need.
