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  1. Upsales Help Centre
  2. Projects & Service
  3. Projects: Getting started

Projects video guides

Available with Product:
Project management

Explore four video tutorials to help you get started with Projects, for all your project management needs.

  1. Introduction to Projects
  2. Project Board
  3. How to create a project
  4. How to set up a project template

 

1. Introduction to Projects

 

2. Project board

 

3. How to create a project

 

4. How to set up a project template

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Articles in this section

  • Projects/Service Admin: Role overview
  • How to customise a Project's stages and types
  • How to create a Project template for services
  • Projects priority and status
  • How to create a project template
  • Projects overview
  • Projects video guides
  • Hand-off from sales to project management

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