Knowledge Base / Projects

Projects

Learn how to create, manage, and optimize your projects with ActionAtlas - from initial setup to team coordination and financial tracking.

Projects Dashboard

Navigate and understand the project dashboard interface.

Creating Projects

Overview of the project creation process and best practices.

Managing Projects

Essential techniques for effective project management.

Adding a New Project

Step-by-step guide to adding a new project to the system.

Project Overview

Understanding the main components and structure of a project.

Freelancer Work Orders

Creating and managing work orders for freelancers.

Project Coordination

Coordinate activities and communication among project team members.

Talent Tab Overview

Overview of the Talent tab and managing project personnel.

Adding & Removing a Project Manager

Managing project manager assignments for your projects.

Adding & Removing a Team Member

Managing internal team member assignments.

Adding & Removing a Freelancer

Adding freelance talent to your project team.

Financial Tab Overview

Understanding the project financial management interface.

Adding & Removing Project Expenses

Record and manage project-related expenses.

Approve or Deny Freelancer Invoice

Review and process invoices submitted by freelancers.

Creating & Assigning Tasks

Create, assign and track tasks for team members.

Reviewing Work Orders

Process for reviewing and approving completed work orders.

Notes & Files

Managing project documentation, notes, and file attachments.

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