These topics will help you to get started with Project Management in Autotask.


Introduction to projects

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.

The project life cycle

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.

Managing a single project

This topic describes how to manage projects from different project views.

Project reports

This is where you'll find the Project reports you need.