Projects
Break the work so timesheets have somewhere honest to land.
Where to find it: Left menu → Projects & Operations → Tasks & Milestones
Step 1
Left menu → Projects & Operations → Tasks & Milestones. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Add tasks and dates. Assign owners. Close tasks when done — do not leave everything at 90 percent.
Step 3
Timesheets should pick these tasks. The dashboard should show overdue ones.
Yes. Tasks & Milestones is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
You bill approved time. Closing the task is status, not a second invoice engine.
