Projects

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

15 articles in this collection
Written by Travis, Amanda Rae, and Aaron Burns-Forsythe

How to Apply Workflows to Projects in Bulk

Written by Travis
Updated over a week ago

How to Add/Remove Tags in Bulk

Written by Travis
Updated over a week ago

The Basics

Projects Vs. Contacts

What is the difference between a project and a contact?

Written by Travis
Updated over a week ago

How do I navigate the "Project Overview" screen?

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

Written by Travis
Updated over a week ago

How Are Projects Sorted?

Written by Travis
Updated over a week ago

Archiving Projects: Calendar Dates

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

Written by Travis
Updated over a week ago

How to Assign Projects Using Tags

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

Written by Amanda Rae
Updated over a week ago

Projects vs. Lifecycle vs. Workflows

Written by Travis
Updated over a week ago

FAQs

Client Portal: Embed your Client Portal on your Website

How to display your Client Portal login page on your website

Written by Aaron Burns-Forsythe
Updated over a week ago

How to Delete or Archive Projects in Bulk

Learn how to delete or archive projects in bulk!

Written by Amanda Rae
Updated over a week ago

How do I mark a project as complete?

Written by Amanda Rae
Updated over a week ago

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

How to archive, and what happens when you do

Written by Travis
Updated over a week ago

Move Projects between Contact Records

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

Written by Travis
Updated over a week ago

Project Tags

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

Written by Amanda Rae
Updated over a week ago

How can I bill for and apply gift certificates?

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

Written by Travis
Updated over a week ago