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Customizing Project Management
Customizing Project Management

A walkthrough of GigaBook's Project Manager

Paul avatar
Written by Paul
Updated over a week ago

GigaBook makes it easy to manage multiple projects or deadlines. You can keep your finger on the pulse of your business from within your GigaBook account through our Project Manager page. 

In this section you can:

Create customized project tickets
Assign projects to clients or advisers
Monitor and update the progress of your projects
Leave feedback for coworkers about ongoing projects

Set deadlines, reminders, and notifications for projects

From your settings, hover over the Tools icon and select "Projects"

From there you will be directed to your Project Management page where you can begin customizing your projects.

Here, you can:

Create Project Folders
Add Columns for Different Projects
Search by Project Number or Name

To add a project, click the "+" icon at the top right-hand corner of the screen. To customize your current projects, click the wrench icon. 

After you click on the wrench icon, you will see the Project Customization pop up. From here, you can: 

Create Project Types
Edit Existing Project Types
Name Project Columns
And Edit Custom Fields

Make sure to update and SAVE your customizations, and you're all set!

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