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

Projects video guides

Available with Product:
Project management

In this article, you’ll find four video clips to help you get started with Projects and give you a sense of how to use it effectively.

 

1. Introduction to Projects

 

 

2. The Project board

 

3. Creating new projects

 

 

4. Setting up project templates

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Articles in this section

  • 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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