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Projects
Find out what projects can accomplish, how to show them as completed and more!
15 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
How to Archive Projects in Bulk
Learn how to archive projects in bulk!
Written by
Travis
Updated over a week ago
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 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