17hats

How to Apply Workflows to Projects in Bulk

How to Add/Remove Tags in Bulk

Travis

Amanda Rae

Find out what projects can accomplish, how to show them as completed and more!

Projects

What is the difference between a project and a contact?

Projects Vs. Contacts

How to Archive Projects in Bulk

What is and how do I navigate my contacts Project Overview screen?

How do I navigate the "Project Overview" screen?

How Are Projects Sorted?

Will my calendar dates still show on my calendar if I archive a project?

Archiving Projects: Calendar Dates

Learn how tags can organize projects by users, vendors, or other members of your business.

How to Assign Projects Using Tags

Projects vs. Lifecycle vs. Workflows

The Basics

Learn how to delete or archive projects in bulk!

How to Delete Projects in Bulk

How do I mark a project as complete?

How to archive, and what happens when you do

How do I archive a Project or Contact in 17hats?

Learn the steps and limitations when moving projects between contact records within your 17hats account

Move Projects between Contact Records

Learn how to create, add, and find tags for projects

Project Tags

How can you leave a credit for a Gift Certificate/Gift Card Recipient?

How can I bill for and apply gift certificates?

FAQs

Find answers and get help from Intercom Support and Community Experts

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