Getting started
My first project
A step-by-step guide to creating your first project.
Creating tasks
Learn how to create tasks in ProjectManager and make the most of task details.
Featured & custom templates
Use our featured templates for specific industries, or create a custom template.
Import projects
Learn how to import your projects in ProjectManager.
Onboarding your team
Learn the steps you should take before you onboard your team.
Security
Learn how to manage security at the account and project level.
Project views
List view
Learn how to plan your project in the List View of ProjectManager.
Gantt charts
A quick introduction to the Gantt Chart functionality of ProjectManager.
Kanban boards
Organize your work using the Kanban Board style features in ProjectManager.
Sheet view
Learn how to use the Sheet View for a data-focused look at your project.
Calendar view
Learn how to schedule and view your tasks on a calendar.
Risk view
See how to manage and track risks for your projects with ProjectManager’s Risk view.
Tracking & reporting
Project dashboard
Learn how dashboards visually report your project data in ProjectManager.
Timesheets & time tracking
Learn how to use the time tracking functionality within ProjectManager.
Reports
An introduction to the custom reports available in ProjectManager.
Cost management
Learn how to manage budgets, costs and resources in ProjectManager.
Export projects
Learn how to export your projects in ProjectManager.
Portfolio management
Portfolio projects
See how to manage and track project portfolios and programs in ProjectManager.
Portfolio dashboard
A quick tour of the real-time, high-level data visualizations in ProjectManager.
Resource management
Allocate and track your resources, their costs, holidays etc. in ProjectManager.
Team section
Manage your team’s tasks for all of your projects from one simple view.
Roadmap
View all of your projects on the same timeline within ProjectManager.
Workflow & automation
Build workflows with designated approvers and automations to accelerate processes.
More features
File storage
Learn how to use File Storage to keep your project’s files in one place.
Email notifications
Customize the notification settings for your team in ProjectManager.
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