Project

Project

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

Introduction

concept

Introduction to projects Organize files and activities in projects

how-to-guide

How to create a project

video

Project management

how-to-guide

Update a project Delete a project Merge projects Add project status (list) Add project type (list)

video

How to link document to project How to add follow-up to project

reference

Template variables

Project members

concept

Overview Add member Update member Invite to meeting Send email to members

video

How to add project member to project

Project guide

concept

how-to-guide

Work with project guide Create guide Update or deactivate guide

UI customization

concept

Screen Designer Web panels SoProtocol Custom screens (bLogic) Task menu items Custom fields

Automation

concept

Overview Triggers

reference

Webhooks - project events Webhooks - project member events Zapier

CRMScript

concept

how-to-guide

Create Get selected Update Project members Project guides

API

reference

REST SOAP (services88)

how-to-guide

Database tables

reference

Project ProjectMember ProjStatus ProjType Associate UserGroup Appointment UdprojectSmall UdprojectLarge