Convert a workspace into a project
You can set a deadline for a workspace and add statuses to keep your team informed.
Written by MathildeLast update 3 months ago
After creating your workspace, you can add a status to convert it into a project with a specific deadline.
Here's how to convert a workspace into a project:
(1) Go to the workspace in question
(2) Click on the Info tab
(3) Click on Update Status
A window opens:
(4) Select the status of the project, 5 options to choose from - mandatory option :
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On track
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At Risk
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Off track
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On hold
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Completed
(5) Set a start date
(6) Define a due date
(7) Define the title of the update
(8) Define the description of the update
(9) Click Save
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