Projjex Tutorials


Add a New Project (2:48)

Consider adding a new project when one project's focus is clearly different from other projects. You should definitely add a new project when there's a different group of people involved.

Adding a project is very straight-forward and takes about 2 minutes.

Add New Tasks and Milestones (4:39)

Tasks and milestones are the basic elements of any project. Here's how to add them. You'll also learn how to rearrange them using "drag and drop". And you'll also learn how to create categories and sub-tasks.

Adding a task can take as little as 10 seconds.

Working with Tags (2:31)

A tag is a keyword that you attach to a task or milestone that helps you organize your project. You can use tags to instantly find all related items.

An Overview of the 'Projects' Tab (3:45)

The 'Projects' tab is the workhorse of Projjex. Once you've added all of your tasks and milestones, you can search and filter and print in a variety of ways that help you keep informed about your project.

Sharing Documents (3:45)

Create a document library with Projjex. Share your spreadsheets, drawings, research, contracts and proposals with your team. Keep multiple versions all in one place.


The Dashboard (5:25)

In one central place Projjex shows your most important information: upcoming items, overdue items, what's due today, recent activity, and status summaries.

Keep your finger on the pulse of all your projects with Dashboard.

Notes (3:42)

Create notes, comments, and even entire discussion groups!

Security / Sharing (4:29)

Projjex has team-based security that's perfect for small groups. Share some items with everyone; share other items just with your staff but not clients or sub-contractors; or mark items as personal so that only you can see them.

Timesheet Overview (5:50)

See a ridiculously fast way to enter time!

Time - Detailed Tutorial (27:45)

See how to use time tracking in Projjex:
- set up your projects
- add time in the "projects" tab
- use Timesheet for rapid time entry
- and print billing and profitability reports.