Still learning the system? Not to worry!  Check out the road map below that explains how everything fits together. 

Decide 'what' you will be managing.  That's your Project.

Decide 'how' you will manage it.  That's your Workflow.

What 'stages' will your project move through.  These are your workflow Statuses.

What 'needs to happen' in each status  These are your Tasks.

What information do you want to 'query'?  These are your Reports.

What 'data' will you be collecting?  These are your Forms.

Any information you want to 'communicate' to the team?  That's how you use Project Notes.

Any 'documents' you want to have access to in the cloud?  That's what you upload to Files.

Do you want to 'share' limited information with outside users?  That's why you use molti Sites.

There you go! 💡 

Check out more articles like these for additional info on getting started: