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Projects

The Projects area is your central hub for managing all project work across the organization. Here you can find your own projects as well as projects assigned to other agents and teams. Whether you need to check on upcoming, in-progress, or completed projects, they can all be found here.

Projects overview

Requires Attention

  • Overdue - projects and project tasks that have passed their target completion date
  • Due Soon - projects and project tasks approaching their target date within the next 7 days
  • Unassigned Projects - projects that have not yet been assigned to an agent
  • Unassigned Project Tasks - individual tasks within projects that need an owner

All Projects

  • Open Projects - all currently active projects across the organization
  • Open Project Tasks - individual tasks within active projects

Closed

  • Closed Projects - completed projects for reference and audit purposes
  • Closed Project Tasks - completed tasks within those projects

Set Start and Target Dates

Always set Start Dates and Target Dates on your projects and project tasks. The Overdue and Due Soon tracking relies on these dates to surface work that needs attention. A project by definition has a start and end date, and without them it's impossible to track progress accurately within the platform.