Projects

How do I use Project templates?

Project templates are useful if you have similar projects that have the same task lists and tasks structure. By using project templates you don’t have to add tasks and task …

Can I move tasks?

Tasks can be reordered or moved to a different task list by placing the mouse in front of a task. When the cursor changes, use drag and drop to move the task. You …

What is Progress (Kanban) board?

The progress board is a Kanban board that allows you to get a more visual overview of the tasks that either need to get done or are complete. The task …

What are the different views in Tasks?

If you go to the Tasks section of a project, you will notice that there is a Simple, Table, Progress board and Gantt charts dropdown. The Simple view gives you a more general …

Full task details

Full task details is a View/Edit mode for a task where you can View/Edit all the information associated with the task, like due date, assigned user, add comments etc. You …

Types of tasks in Paymo

There are 3 types of tasks: time based flat rate non-billable Tasks inherit their type based on the type of project. If the project is set to time and materials, by …

The structure of a project in Paymo

In Paymo there’s a mandatory hierarchical structure: Client → Project → Task list → Task. This means you can’t create a task without a task list, a task list without a project …

How do I filter the projects list?

If you have a large number of projects, the easiest way to find the one you need is to use the filter option. You just need to click on the …

Simple View and Table View in Projects

Using the Simple view gets you quick access to the project overview. They’re displayed by default in alphabetical order and if you wish to easily find specific projects you can use …

How do I delete a project?

In order to delete a project you need to go to Projects → select a project → delete. Deleting a project will delete its data, including tasks, time entries, files, discussions etc. Please …

How do I archive a project?

In order to archive a project you need to go to Projects → select a project → archive. When you archive a project you keep its data but declutter your projects list. You …

How do I add a project?

You can add a new project by either going to Projects → Add project or to Clients → select a client → Projects → New project. Check this video to see …

Types of projects in Paymo

When creating a new project you get to decide between time and materials projects, flat projects or non billable projects. Time and materials projects Are useful when you wish to see how …