The Project Management module will help you to organize and manage projects from beginning to end. The module can be used to manage your member acquisition, member onboarding, events, and more. If you have projects that are repeatable (such as member onboarding) you can create a project template to be re-used, saving you time. In this session, participants will learn the initial setup functions for working with the project/tasks module.
- How to create task types
- How to setup project types
- How to create a project template
- How to create to create a new project
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