Projects
Everything you need to know to manage your projects
By Héctor1 author25 articles
What is the Projects section?Create and manage projects efficiently
Project GlossaryThe Projects section from A to Z
How to create a project in HoldedCreate a project to organize your team’s work, define billing rates, and track costs and invoicing
How to configure general project data in HoldedAdjust your project’s name, status, dates, privacy settings, and other general options from the configuration panel
How to add members and manage roles in a projectAdd users to a project and define what each of them can do based on their role
Which project templates can you use in Holded?Discover the available project templates and choose the one that best fits your way of working
How to configure columns and statuses in Kanban or Sprint projectsCustomize the columns of your Kanban or Sprint board and define which status each task adopts at every stage
Duplicate, archive and delete projects
The summary and the type of view of your projectsChoose and customize the ideal view for your projects
WorkloadSee the workload of your team members
Manage discussions in projectsCreate and participate in discussion forums for any topic related to your projects
Import your projects using ExcelTransfer your projects to Holded from an Excel file and access them directly from the platform
Import and export your projectsImport your projects from Excel and Trello, or export your list of projects
Notes, files, and lists in your projectsAdd to your projects reminder notes, files in the format you prefer, or lists with which to classify your tasks
Project tasksPlan and track project progress, assign responsibilities and resources, and define deadlines
Create project tasksCreate tasks and start planning and tracking the progress of specific projects
Project task managementArchive, delete, and transfer list or project tasks
Project sub-task managementCreate, edit, reorder, complete or delete subtasks
Actions from the task listPersonalize, filter and segment, and perform bulk actions on your task list
Project task types and statusesCreate, edit, delete and configure statuses and types of tasks for your projects