CONTENTS - Projects & Tasks

Who is this for? Staff who plan, assign, and track internal work in GrowthZone — project managers, membership coordinators, and administrators who use Projects & Tasks. In v2, Projects and Tasks live under Home, My workspace section (Projects, Tasks, and Project Settings). This page is your table of contents for learning the feature end‑to‑end.

Module 1: Initial Project Management Setup

Configure the building blocks — task types, result types, project types, and templates — before you create your first project. (Est. Time: 25 mins)

• → Setup - Task Types
• → Setup Project Result Types
• → Setup Project Types
• → Setup Project Templates

Module 2: Creating Projects

Build a project by hand, then automate project creation when a new membership is added. (Est. Time: 20 mins)

• → Create a New Project
• → Auto Create Projects for New Membership

Module 3: Monitoring & Updating Projects

Keep projects on track — watch, update statuses, edit details, manage individual tasks, and refresh a project from a template. (Est. Time: 30 mins)

• → Monitoring & Updating Projects
• → Watch a Project
• → Update the Status of a Project
• → Edit Project Details
• → Monitoring/Updating Individual Tasks
• → Update an Existing Project with New Tasks from a Template

Module 4: Reporting & Video Tutorials

Measure your work with Projects/Tasks reports and reinforce the concepts with short video walkthroughs. (Est. Time: 15 mins)

• → Project/Tasks Reports
• → Projects/Tasks Video Tutorials

Certification Goal: Projects & Tasks Pro

By completing this curriculum, you will be able to configure project settings, create projects manually and automatically, monitor and update active work, and report on it — all from Home, My workspace section.