Project

Welcome to the Project area where you can find relevant links to all things related to projects and project guides.

library_books
User guide

reference
library_books
Template variables

reference
library_books
Project table

reference

Learn the essentials

  • schoolOrganize files and activities in projects
  • schoolCreate project

Videos

  • video_libraryHow to add project member to projet
  • video_libraryHow to link document to project
  • video_libraryHow to add appointment to project

Configuration options

  • library_booksUser preferences
  • listLists - Project status
  • listLists - Project type status

UI options

  • mapWeb panels
  • exploreSoProtocol

Data options

  • mapCustom fields
  • video_libraryHow to add user-defined fields
  • library_booksUdprojectSmall table
  • library_booksUdprojectLarge table

Actions options

  • mapOverview
  • exploreTriggers
  • library_booksWebhooks - project events
  • library_booksWebhooks - project member events
  • library_booksZapier

API options

  • exploreCRMScript
  • mapNetServer

Database options

  • library_booksProject table
  • library_booksProjectMember table
  • library_booksProjStatus table
  • library_booksProjType table
  • library_booksAssociate table
  • library_booksUserGroup table
  • library_booksAppointment table
  • library_booksUdprojectSmall table
  • library_booksUdprojectLarge table
 
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