All Collections
Core Features
Overview of our awesome features and how to use them
How to create a project
Create a project from a template
Save an existing project as a template
Rename projects
Delete a project
Duplicating project
Adding members (users) to a project
Customize project menu
Project statuses
Set a project's default landing page
Set project to active or inactive (archive)
Set a project budget
Set project color and icon (customize project)
Create a subtask
Create a task
Create a board
Change the order of tasks (ascending or descending)
Default reminder
Position of newly created tasks
Task page position (left, right, centered)
Task following rule
Set task group's color and cover (header)
Create a task group from a template
Create task group
Set board color and background
Embed project boards
Share project board publicly using a link
Create a board from a template
Make project tasks private or public
Create repeating tasks
Create a template from a task
Create tasks from a template
Email to task
Assign a task (delegate)
Getting started with financials
Getting started with invoices
Getting started with subscriptions
Edit a subscription
Split payments (installments)
Cancel a subscription
Delete an invoice
Create a subscription (recurring invoice)
Create an invoice
Invoice localization
Invoice numbers (#ID) format
Automatically send a receipt when payment is received
Default invoice due period
Setting payment methods
Getting started with inbox
Direct messages
Project discussions
Channels
Messengers (chat widgets)
Create a messenger (live-chat widget)
Add messenger (chat widget) to core features
Embed a messenger
Chat widget triggers and parameter options
Messenger (live-chat widget) not showing when embedded on website
Plutio Chat Widget Integration With WordPress