Projects - Overview of Workflow Projects

General information
A project is a term given to a workflow process of your work environment. The workflow project may consist of tasks, deliveries and notifications, time slip tracking, resource assignment, due date and performance tracking, contact notes, and budget information.

A project can be used for any workflow process; small or large, easy or complex. The following lists some common examples of workflow projects: 1040 Tax Return Preparation project, Employee Performance Review project, Employee Attendance Calendar project, Client Fact Finder (specific niche) project, Update Client Directory project, Send Newsletter project, or even a Plant Watering Schedule Reminder project.

An easy analogy may be to think of a project as the process you follow when you bake a cheesecake for a specific event. For instance, you can use the same recipe (template) to bake the dessert for your company's Cuisine Showcase event (project), or when you participate in a local Arts and Culture Dessert Connoisseur Club (another project using the same template). The recipe provides you with the necessary information and proper sequence of steps to efficiently complete your project. Same recipe (template) but a different project.

From template or from scratch
A project may be started from a predefined project template or from scratch.

Starting a project using a pre-defined project template means that you choose to use a template that already contains the details, tasks, actions, and other associated work for the project. The work is already done for you. Pre-defined templates can be modified.

Using project templates is a time saving step for starting a project for a workflow process.

Starting a project from scratch means that while in the Start Project screen you choose to enter all of the details, tasks, actions, and other associated work for the project. You design the workflow process from start to finish--from scratch.