Projects

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

14 articles in this collection
Written by Travis and Amanda Rae

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

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