Summary

1. Introduction to projects and tasks

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

2. Creating a new project

   • Options: Initiate from scratch or utilize pre-existing templates
   • Steps: Navigate through selecting templates and setting up initial project parameters

3. Project configuration

   • 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

4. Billing settings

   • 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

5. Managing projects

   • 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

6. Client-specific views

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