Dashboard
Learn how to navigate the Dashboard, view project statuses, and manage daily tasks in one central place.
How can I see projects that had deliveries in the past on my Dashboard?Here's how you can filter your Project list on your Dashboard to look for projects in the past.
Managing tasks
Create, assign, and track tasks to stay organized and on schedule
How can I assign a Task to a Teammate on a project?Here's how you can assign a Task to a Teammate on a Project.
Why can't I assign a task to myself?Here's how you can assign a Task to yourself.
How can I see all of the tasks I've created for my team?Here's how you can use the tasks section of your Dashboard to see all the tasks assigned to you, or tasks you've created for your team.
How can I create and assign a Task from my Dashboard?Create a task and assign it to a team member with a due date.
Sales, Leaderboard, and Conflict Reports
Monitor team performance, track sales activity, and catch project issues early
How can I see a report on my top companies?Here's how you can use Custom Columns and the Project List Download to quickly see which companies you've done the most business with.
How to hide Lost Projects from my Sales DashboardHere's how you can hide projects marked as lost from your projected sales.
How do I run a tax report by a specific time frame?Here's how you can a report to see taxes over a specific period of time.
How is revenue calculated on my sales dashboard?Here's how the revenue on your sales dashboard and projects list are calculated.
How can I see the total for all of Stripe's fees charged to my account for a year?Here's how you can see a summary of the total amount of our payment processor's fees for a year.
How can I review my tax report?Here's how you can get the most detail out of your tax report.
How can I download my Client Activity Report?Here's how you can quickly download your Client Activity Report
How can I see a report on my top clients?Here's how you can use the Dashboard Report to see your top clients.
What do my Leaderboards do?Here's a quick exploration of the kind of information you can receive from your Leaderboards.
How can I report on Stripe's fees?Here's how you can view a quick breakdown of the fees charged by Stripe.
Do archived projects appear on the Due Balances report?