Holded

What is the Projects section?

Everything you need to know to manage your projects

Create projects for your team to work collaboratively, meeting the established objectives

Configure the name, status, dates, privacy, etc., of the project, and create and assign the members that participate in it

Choose the template that best suits your way of working

Create and participate in discussion forums for any topic related to your projects

Transfer your projects to Holded from an Excel file and access them directly from the platform

Import your projects from Excel and Trello, or export your list of projects

Add to your projects reminder notes, files in the format you prefer, or lists with which to classify your tasks

Plan and track project progress, assign responsibilities and resources, and define deadlines

Create tasks and start planning and tracking the progress of specific projects

Archive, delete, and transfer list or project tasks

Create, edit, reorder, complete or delete subtasks

Personalize, filter and segment, and perform bulk actions on your task list

Create, edit, delete and configure statuses and types of tasks for your projects

Assign contacts, purchase and sales documents, and create quotes and invoices from your projects

Set billable rate by category, cost/hour per user, and billing and budgeting preferences by project

Measures the time that has been invested in a certain project, and allocates the cost of the hours as an expense in the Project

Automate tasks by standardizing the introduction of information in your projects