Projects & Tasks

• Video Tutorials: Understanding Projects in Firm360
• Project Management Features
• Understanding Project Assignment Rules
• Project Templates - Target Date Caluclation
• Setting Up Projects with a Fiscal Year End Other Than the Calendar Year
• Project Delivery Package - Client's Experience

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• Tasks
• Adding/Using a Subtask
• Projects - Reorder Tasks List
• Dashboard Tasks
• Sequential Tasks
• Clients - Task Tab