Project Manager
Demo
Project Manager
How it works
What’s inside
Examples
Pilot program
FAQ
Log in
Book a call
Docs
The Project Manager handbook: from setup through every module to integrations and administration.
Search docs
Basics
Account and profile
Notifications
Org chart and managers
Organization settings
Roles and permissions
Use and customize the dashboard
Account
Create and revoke MCP access keys
Customize the sidebar: reorder and hide sections
Delete your account: prerequisites and process
Set up account notifications and enable push
Use and customize keyboard shortcuts in Project Manager
Accounting and invoices
Create, edit, and duplicate invoices
Send invoices, download PDFs, and record payments
Set up accounting and invoice sending
Upload and review expense receipts with AI
Use accounting and invoices
Administration
Billing and payment
Data export
Plan and modules
Privacy and security
Budgeting
Log project expenses and calculate markups
Maintain team rates and understand project profitability
Manage retainer budgets and monthly periods
Set up a project budget and choose the right budget type
Understand budget forecast and What-If simulation
Use Budgeting: project budgets, costs, and forecast
Calendar
Add an iCal calendar to Project Manager
Automatically create actions from meetings
Connect Google Calendar with Project Manager
Connect Outlook Calendar with Project Manager
Create a booking page
Create and manage meetings in Project Manager
Create and use a meeting agenda
Embed a booking page on your website
Manage bookings
Manage calendar settings in Project Manager
Set availability for bookings
Set up team bookings
Share your Project Manager calendar via iCal
Use meeting summaries and transcripts
Use team availability
Use the calendar
Use the Gantt chart in Project Manager
Use the meeting chat and AI in Project Manager
Chat
Chat: channels, direct messages, meeting chats, and the daily overview
Chat: create channels and direct messages
Chat: manage a channel — members, roles, and notifications
Chat: meeting chats and your daily overview
Chat: set up webhooks for GitHub and external services
Chat: slash commands, @-mentions, and attachments
CRM
Connect and disconnect a mailbox for CRM
CRM: manage leads and customers
CRM: set up auto-onboarding and webhooks
Import and export CRM leads as CSV
Set up CRM automations
Understand the CRM dashboard and weekly briefing
Use the Lead Engine and email drafts
Files
Connect files as a network drive on Windows, macOS, and iOS
Create file folders and set visibility
Restore or delete files in the trash
Upload, find, and share files
Goals
Create and manage goals
Create key results and understand goal progress
Link goals to milestones and tasks
Integrations and AI
AI assistant
AI daily overview
Google Calendar
MCP, API and webhooks
Mobile app
Outlook
Introduction
Activate modules
Invite team members
Set up your organization
What is Project Manager?
Knowledgebase
Create and organize Knowledgebase documents
Search the Knowledgebase and ask Claude questions
Set up weekly KB synthesis and adopt insights
Use Knowledgebase attachments and PDF export
Use the Knowledgebase
MCP interface
Connect and set up
Errors and limits
Overview
Roles, permissions and modules
Tool catalog
Tools: budgeting
Tools: CRM, Lead-Engine, network
Tools: goals, metrics, reviews
Tools: invoices and accounting
Tools: knowledge, notes, meetings, files
Tools: organization and analytics
Tools: sprints and planning
Tools: tasks, projects, milestones
Tools: time tracking and calendar
Workflows
Metrics
Analyze overview and revenue
Overview
Product and website analytics
Replays, Surveys, and Live
Set up the analytics integration
Understand the Lead Engine dashboard
Milestones
Plan milestones and link them to tasks
Notes
Use notes
Projects
Create and manage projects
Track project time: start a timer or log manually
Use tasks, status, and comments in a project
Resource planning
Check team utilization and capacity
Schedule tasks and assign people
Use Resource Planning
Use Timeline, Day view, and Heatmap
Sprints
Plan sprints and schedule tasks
Understand sprint progress, time, and burndown
Tasks
Create a task: description, subtasks, attachments, and comments
Create custom boards: filter, customer, project, and cross-org boards
Link tasks: project, customer, milestone, week, and dependencies
Set up status notifications for tasks
Task board: columns, status, filters, and categories
Tasks: kanban board, custom boards, and managing tasks
Time tracking
Start and stop a timer
Time tracking: analyze reports and export as CSV
Time tracking: keep a timesheet for the team
Time tracking: timer, projects, customers, timesheet, and reports
Time tracking: view time by customer
Time tracking: view time by project
Vault
Set up and unlock Vault, and recover it with the recovery code
Share Vault entries and revoke shares
Use Vault: manage passwords, entries, and folders
