To create and manage projects:
Go to the Projects tab
Click Create Project
Select or link a property
Assign a stage in your pipeline
Click Save
Once created, you can manage projects using different views:
Pipeline view β organize projects by stages and move them through your workflow
List view β view all projects in a structured list
You can update a project by:
Changing its stage
Opening it to access detailed information
Editing project details as needed
Managing projects effectively helps you track progress, stay organized, and keep your workflow consistent.
