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Getting started
Introduction
How to create an account
Account setup process
Worklenz mobile app
Projects and tasks
How to create a project
View all projects
How to create a task
How to create a subtask
Home dashboard
Home dashboard overview
Team members
Member access levels and privileges
Create new team/workspace
Add/invite new member to team
Add/invite new member to project
Joining an invited team or project
Managing team members
Managing project members
Team hierarchy
Templates
Task templates
How to create a task template
How to import a task template
Project templates
Types of project templates
How to create a project template
How to import a project template
Task management
Task list view
Kanban view
Roadmap
Status
What is a status?
How to create a status
Change task status
Customize the status
Phases
What is a phase?
How does it work?
How to create a phase
Labels
What is a label?
How to create labels
How to edit or delete labels
Customize columns
Task activity log
Bulk actions on tasks
Bulk delete
Bulk update (status, priority, or phase)
Bulk assign
Bulk add labels
Recurring tasks
Task dependencies
Task archiving
Notifications
Email notifications
In-app notifications
Subscribe to project
Third-party tools
Time tracking
What is a time log?
How to log time using the timer
How to log time manually
Where to view time reports
Workload management
What is workload?
View workload per project
Project insights
What is insights?
View insight per project
File management
Manage files
How to attach files
Team communication
Task comments
Project updates
Project finance
What is project finance?
Configuration
How it works
Key terms
Export
Schedule
Schedule overview
Reporting
Reporting overview
Client portal
Admin client portal
Client portal
Integrations
Slack
Microsoft teams
GitHub
Google drive
Google calendar
Microsoft calendar
Admin settings
Admin center
Worklenz subscriptions
Upgrade
Billing
Redeem codes
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