Projects
Managing projects in ProcessKit
- (Automatically) preload processes on projects in a board
- Use Liquid Tags to Dynamically Fill Form Fields
- Creating & sending template emails from tasks
- Processes, Tasks, Boards, and Projects... What's what in ProcessKit?
- Copy a process to a task list (manually)
- See a birds-eye-view of all work in ProcessKit
- Using automated Task Actions
- Add custom form fields to tasks
- Notifications for tasks
- Assigning people to steps in a process (tasks)
- View all of your tasks in one place
- Using ProcessKit as an "action" in Zapier Zaps
- Send a webhook when a task has been completed
- Setting permissions on the board level
- Adding sub checklists (sub tasks) on tasks
- Commenting & mentioning other users
- Make a recurring project schedule
- Project-level Permissions
- Attaching files to tasks, projects, and clients
- Create custom fields on projects