Tasks & Project Management

Manage deliverables and team collaboration using Boards and Tasks.

Workspace Organization

Projects (Boards): Containers for specific initiatives.

Views: Kanban, List, and Gantt.

Lead Pools: Collections of leads assigned to specific projects for outreach.

Admin creates Project and Lead Pool.

Admin assigns Pool and Project to a Member.

Member executes outreach and manages tasks within that project.

Check the Project Workflow section in University for a visual walkthrough.