Projects
Everything you need to know to manage your projects
By Javier1 author25 articles
- 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