Managing Projects

Managing Projects

In ActiveCollab, all work happens inside projects. There you’ll be able to assign tasks, discuss ideas, attach files, write notes, and track time and expenses.

Starting a Project

Inviting People to a Project

  • After you’ve created a project, you’ll immediately be able to invite people:

  • Add Team Members or Clients,
  • Enter their name or email,
  • Enter the name of a team to invite a group of people,
  • Click Send Invitations,
  • Everyone you invited will receive an email:

If you wish to add or remove someone later, open the project and click People > Invite/Manage People.

Parts of a Project

After opening a project, you’ll notice it's made up of different tabs.

  • Tasks tell you what needs to be done and when. You can group them into task lists,
  • Discussions are where you can share ideas and post comments,
  • Files show all the attachments in the project. They can be added to tasks, comments, andnotes, or uploaded to the Files section directly,
  • Notes are simple text documents. They’re great for collaborative writing and tracking changes,
  • Time is where you see all the hours logged into the project,
  • Expenses help you keep track of how much the project is costing you,
  • Activity shows all the updates on the project.

Making changes to a Project

By clicking on (...) next to a Project you can:

  • Edit a project,
  • Manage Task Labels,
  • Complete a project,
  • Convert to a Template,
  • Star a project,
  • Move to trash.

Organizing Projects

If you have many active projects, there are a number of ways to keep the list organized.

  • Clicking the Grid or the List icon changes how projects are displayed,
  • Sort projects by Activity or from A to Z to change the order in which they’re listed,
  • Star a project if you want it to appear at the top of the list,
  • To narrow down the list, you can filter projects by Client, Label or Category.

Completing a Project

  • Open the project.
  • Open Options and click Complete.

When a project has been completed, you’ll still be able to find it by using Search or by opening Projects > Completed Projects.

You can restore a completed project and put it back into Active projects.

Importing Projects

Keep all the ActiveCollab essentials in your pocket with the new Mobile App!