Summary

Facilitate efficient project management within Cone, allowing users to streamline workflows and enhance productivity

Options: Initiate from scratch or utilize pre-existing templates

Steps: Navigate through selecting templates and setting up initial project parameters

Assignments: Designate project owners and establish start/due dates

Project type: Choose between one-time projects with specific dates or recurring projects with customizable frequencies (weekly, monthly, etc.)

Dynamic names: Utilize dynamic naming for easier identification of projects

Billable option: Decide if the project is billable, enabling invoicing

Billing types: Select between fixed billing for a set amount or hourly billing based on work hours

Custom rates: Manage custom rates under account settings for team members

Scheduling: Configure billing schedules, including one-time or recurring options with specified reference dates

Task management: View and manage tasks, assignments, priorities, and due dates

Time tracking: Access details on time entries associated with the project

Adjustments: Modify project settings as needed; options to edit, mark as ended, or delete projects

Workspace Navigation: Access client-specific workspaces to view projects tailored to individual clients, enhancing focus and organization