RapidStart Project User Overview

What can you do with RapidStart Project?

As a User, you can create Projects. Projects can be “single-level” for simple projects or “multi-level” with sub-Tasks for larger projects. Projects can be created from Accounts or Contacts with a single click. If your projects are similar, you can create templates from any project, which can be used to quickly create a starting point for new projects. Within a Project, you can track Project expenses and Project Task Time. You can also mark Accounts or Contacts as subcontractors and associate them with Project Tasks. You can view your Projects on an interactive Gantt chart and view KPIs on Project Dashboards.

Wherever you see the “Show Video” button on a form, there is a video to explain the feature.

Get Started

Explore the links to the right to learn more about each functional area specific to the RapidStart Project.

Note: This documentation is updated whenever we release an update to our app. If the information or screenshots do not match what you see in the app, you may be on an older version.