• Pin Projects

    2025-04-04 07:28:14
    If you are working on specific projects everyday and you need to access them everyday there is an option to pin the project. The pinned projects will be shown on the bottom left...
  • Project Discussions

    2025-04-04 07:34:26
    Projects discussion is a feature in 2Desk CRM which will give you ability to start various discussions with your customer or project member for a specific project. ...
  • By the default all project related tasks are visible to all project members.If you want only to ...
  • Project Activity

    2025-04-04 07:37:43
    Project activity is feature where can be track the activity of the project. There is a way to...
  • Invoicing Project

    2025-04-04 07:41:39
    Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project....
  • Finance Overview

    2025-04-04 07:46:38
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  • New Project

    2025-04-04 07:50:38
    To create new project go to Projects from the aside menu and click New Project on the top left button. ...
  • Timesheets

    2025-04-04 07:55:29
    Project timesheets are all started timers for tasks related to specific project. To view all ...
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