Introduction to Projects

Projects can be whatever you want them to be in the 4th Office. Whether it's a bid or tender you're working on, a development sprint, marketing event or just a plain old project - the Projects feature covers them all.
 
Along with Groups and Customers (CRM), Projects are one of the 'Contexts' you may hear us refer to when talking about the 4th Office. As a Context, each Project has its own Documents, which can be organised on a project-by-project basis. There are also Insight and Task pages that focus only on the things important to that Project.
 
Projects bring together the teams, documents and tasks you need to get the job done. They also allow you to record things like start and end dates, Red/Amber/Green status and different statuses such as active or closed.
 
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