Knowledge hub · Walkthroughs
Operations walkthrough
Jobs, tasks and renewals.
Step 1 of 3
See every job
List, Kanban or Gantt, filtered to your business unit.
Try it
Switch the view to Kanban.
Step 2 of 3
Break a job into tasks
Assign each task and log its hours; the job's progress moves as tasks finish.
Try it
Open a job and add a task.
Step 3 of 3
Track renewals
Recurring contracts show their renewal dates, with those due soon counted.
Try it
Open Contract renewals.
Try it in your own workspace.
Start a 14-day free trial and follow along with your own records.
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