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Projects and tasks
Plan the work, schedule it, and assign it to your team.
- Creating and managing projectsSet up a job for a client and track it from planned to completed.
- Recurring work, start to finishSet up a repeating job once, get it approved once, and let each visit bill itself.
- Working with tasksPut the day to day work on a schedule with dates, assignees, and repeats.
- Assigning work to your teamUnderstand how assignment controls what each teammate sees and works on.