INGENIOUS.BUILD

JD Williams

Sean Kenealy

Learn about Meeting Minutes, Tasks, Schedule, and Documents! 

Project Management

How to create a new schedule from scratch

Create New Schedule

How to Import a Schedule file from Microsoft Project or Primavera

Import a Schedule

How to Navigate the Schedule

Updating the Schedule

Main Schedule, Custom Schedule and Legacy Project Schedule

Schedule Views

Schedule Shortcuts

Schedule Module - Frequent Asked Questions

Schedule FAQs

How to create and apply a Milestone List to a Project Schedule

Managing Milestones

In this article, we will review how to Create, Navigate, and Understand your Project Schedule within Ingenious.

Creating a Project Schedule

Schedule

Creating and Customize Templates for Meetings

Configure Company Settings for Meetings. New Meetings Module. Create New Meeting.

Company Settings - Meetings

New Meetings Module, Create New Meeting, Send Agenda, Take Minutes, Share Minutes

Create a Meeting

Meetings, Create a New Meeting, Share Agenda, Take Minutes, Share Minutes

New Meetings Module - FAQs

Meetings - Videos

Resources to help you learn the new meetings module

Meetings

How to add Files and Folders to Project Documents and more

Managing Project Documents

Document Annotation

Documents FAQs

Documents

Create Tasks to set reminders, add assignments or collaborate internally and externally on project management issues.

Add New Task

Once a Task has been assigned to you or other collaborators, manage the task until it is completed.

Task Management

Tasks

Quick Start

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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