{"id":61605,"date":"2023-11-07T15:52:58","date_gmt":"2023-11-07T15:52:58","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=61605"},"modified":"2024-03-07T14:22:37","modified_gmt":"2024-03-07T14:22:37","password":"","slug":"manage-your-projects","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/organization\/manage-your-projects\/","title":{"rendered":"Manage Your Projects"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"357\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-1024x357.png\" alt=\"\" class=\"wp-image-61909\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-1024x357.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-300x105.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-768x268.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-1536x536.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-2048x715.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-1200x419.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-1980x691.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/manage-project-600x209.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Whether you are new to project management or just changed tools, this page will help you get to the core of managing tasks and projects and organizing portfolios in FuseBase. <\/p>\n\n\n\n<p>Make yourself comfortable, there is a lot to learn!<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">&nbsp;&nbsp;First Things First \u2014 Create Workspaces<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Create New Workspaces in FuseBase\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/A5R1x2wSUjk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Organize your projects within workspaces. We recommend creating separate workspaces for your projects. Each workspace has its own nested folder structure, tags, permission settings and branding.<br>This way, you can easily manage your information, tasks, teams and projects.<\/p>\n\n\n\n<p class=\"has-background-background-color has-background\"><strong>\ud83d\udd17 <\/strong>Learn <a href=\"https:\/\/sales-ai-agents.com\/guides\/organization\/manage-workspaces-in-organization\/\" target=\"_blank\" rel=\"noreferrer noopener\">in our guide &gt;&gt;<\/a> how to create new workspaces and invite your team and clients there.<\/p>\n\n\n\n<p class=\"has-background-background-color has-background\">\ud83d\ude0e <strong>FuseBase Team suggests <\/strong><br>If you want to manage client projects, try FuseBase <strong>Portals<\/strong>. They are no-code websites created for easier collaboration and team-client alignment. <br><strong>See what your <\/strong><a href=\"https:\/\/acme-demoportal.nimbusweb.me\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>portal can look like here &gt;&gt;<\/strong><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">&nbsp;Turn Ideas into Action Items \u2014 Add Task Lists<\/h3>\n\n\n\n<p>Organize your work and get results by dividing your big goals into tasks. You can group your tasks by topics and initiatives within task lists. Each task in the task list can have labels, assignees, deadlines, and reminders.<\/p>\n\n\n\n<p class=\"has-background-background-color has-background\">\ud83d\udca1 <strong>Quick tip<\/strong><br>You can also add task descriptions, leave clarifying comments and add cost &amp; time estimates by clicking on the task.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to Create Tasks and Add Them to the Task Lists<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Create Tasks and Add Them to the Task Lists in FuseBase\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/uXOKTuWUXNk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How to Comment on Tasks<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Comment on Tasks in FuseBase\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/6XwqKHSR8TY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How to Move Your Tasks&nbsp;<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Move Your Tasks in FuseBase\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/haJjtrlcBlI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How to Filter Tasks<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Sort Your Tasks With New Filters in FuseBase\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/Z5OyaTxxwrY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How to Track Progress on Task Lists<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Track Progress on Task Lists in FuseBase\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/2H76ztj0VNw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">&nbsp;Visualize Your Workflow \u2014 Try the Kanban Method<\/h2>\n\n\n\n<p>You can organize your work using the Kanban method in FuseBase. Turn your goals into task cards and move them across the board. With Kanban boards, you can fully visualize the project process, manage tasks and analyze the flow. <br>Watch the video on <strong>how to organize your tasks with Kanban Boards <\/strong>\ud83d\udc47<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Organize Your Tasks With Kanban Boards in FuseBase\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/NX9poAoygkg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"has-background-background-color has-background\">\ud83d\ude0e <strong>FuseBase Team suggests<\/strong><br>Create both task lists and Kanban boards. While <strong>task lists<\/strong> can consist of backlog ideas, <strong>Kanban boards<\/strong> will help you visualize ongoing tasks and their status.<br>Check out the examples below \ud83d\udc47<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" width=\"715\" height=\"332\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Kanban-boards.png\" alt=\"\" class=\"wp-image-61593\" style=\"aspect-ratio:2.1536144578313254;width:840px;height:auto\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Kanban-boards.png 715w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Kanban-boards-300x139.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Kanban-boards-600x279.png 600w\" sizes=\"(max-width: 715px) 100vw, 715px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\">&nbsp;Organize Your Portfolio<\/h3>\n\n\n\n<p><strong>If you have several ongoing initiatives or sub-projects with their own workflows, statuses, and supporting information, a database may be a good choice.<\/strong><\/p>\n\n\n\n<p class=\"has-background-background-color has-background\">\ud83d\ude0e <strong>FuseBase Team suggests<br><\/strong>Check out our tips below to organize all your initiatives efficiently.<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b335030012_5382\">\n<li>Create an initiative overview page with a database. Add the main references and links to the initiatives there.<\/li>\n<\/ul>\n\n\n\n<p><strong>\ud83d\udd17 Read more about <\/strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/table-database\/database\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>databases here &gt;&gt;<\/strong><\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b335030012_5582\">\n<li>Create a system of filters to quickly find particular initiatives.<\/li>\n<\/ul>\n\n\n\n<p><strong>\ud83d\udd17 Watch how you can <\/strong><a href=\"https:\/\/youtu.be\/KACU2IyHaIw\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>filter information here &gt;&gt;<\/strong><\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b335030012_5745\">\n<li>Assign a person who will be responsible for keeping the table up-to-date on a regular basis.<\/li>\n<\/ul>\n\n\n\n<p><strong>\ud83d\udd17 You can do that with @-mention. <\/strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/basics\/mentions-link-people-dates-folders-pages-and-workspaces\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Read more about it here &gt;&gt;<\/strong><\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b335030012_5951\">\n<li>Add the overview pages and the portfolio table to your workspace Favorites.<\/li>\n<\/ul>\n\n\n\n<p><strong>\ud83d\udd17 Learn what Favorites mean from <\/strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/basics\/tags-favorites-fast-access-to-your-pages\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>this guide &gt;&gt;<\/strong><\/a><\/p>\n\n\n\n<p class=\"has-background-background-color has-background\"><strong>\ud83d\udca1 <strong>Quick tip<\/strong><br><\/strong>Adapt content, choose the responsible team and change risk level to get to know how databases work in FuseBase.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"954\" height=\"277\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/databases.png\" alt=\"\" class=\"wp-image-61590\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/databases.png 954w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/databases-300x87.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/databases-768x223.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/databases-600x174.png 600w\" sizes=\"(max-width: 954px) 100vw, 954px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">Get Help from Our Experts<\/h2>\n\n\n\n<p>Congrats! You can now organize and manage your projects in FuseBase. If you want to continue exploring our tool, move on to Related Guides and choose the desired topic.<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Book a Call With Us<\/h3>\n\n\n\n<p>Get straight to business and talk to our team about how you can create a workflow and manage your projects in FuseBase. We&#8217;ll explore your particular case in 30 minutes and suggest a custom solution for you and your company. BTW, it&#8217;s free<strong> \ud83d\ude4c<\/strong><\/p>\n\n\n\n<p class=\"has-background-background-color has-background\">Choose your desired date for available time slots to get your custom solution. <a href=\"https:\/\/sales-ai-agents.com\/book-a-demo\/\">Book a call&nbsp;&gt;&gt;<\/a><\/p>\n\n\n\n<p><strong>Related Guides<\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/getting-started\/create-super-docs\/\">Create Super Docs<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/getting-started\/get-started-with-ai-in-fusebase\/\">Get Started with AI in FuseBase<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/collaborate-with-clients-using-fusebase-portals\/\">Collaborate With Clients Using FuseBase Portals<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/organization\/work-with-your-team\/\"> Work with Your Team<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you are new to project management or just changed tools, this page will help you get to the core of managing tasks and projects and organizing portfolios in FuseBase. Make yourself comfortable, there is a lot to learn! &nbsp;&nbsp;First Things First \u2014 Create Workspaces Organize your projects within workspaces. We recommend creating separate workspaces [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[10],"doc_tag":[],"class_list":["post-61605","docs","type-docs","status-publish","hentry","doc_category-organization"],"acf":[],"year_month":"2026-04","word_count":640,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Darina Laha","author_nicename":"darina-laha","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/darina-laha\/"},"doc_category_info":[{"term_name":"Your organization","term_url":"https:\/\/sales-ai-agents.com\/guides\/organization\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Organize your projects in workspaces: useful suggestions - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Discover your workspace. 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