Knowledge Base

Meetings

• Connect your calendar
• Prepare meeting agenda
• Run meetings
• Share meeting minutes
• Link meetings to projects
• Follow up on past meeting actions

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Tasks

• Set due dates
• Print tasks
• Create tasks
• Mark a task as completed
• Delegate tasks
• Task Conversations

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Projects

• Link projects to a collection
• Create a project in Microsoft Teams
• Create a project
• Add project members
• Update project settings
• Archive a project

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Administration

• Customize your notifications
• Invite members
• Remove team members
• Purchase a subscription
• Download invoices

Integrations

• Track time for a task using Harvest
• Tasks in a Box for Microsoft Teams
• Tasks in a Box for Outlook