14 docs tagged with "feature"

How to control which tasks get created for a project and when — using Applicability Rules to filter by project properties and Creation Rules to time task appearance.

Learn how Budget Blueprints save the standard setup for one budget so new project budgets can be created faster and more consistently.

Learn how Budget Catalog Items define the reusable lines, calculations, procurement details, and rules inside a Budget Catalog.

Learn how Budget Catalogs act as reusable, rule-based templates for generating project budgets in Compass.

Learn how Budget Presets create several project budgets at once from saved Budget Blueprints.

How Major Milestones work in Compass — defining project checkpoints with date ranges, tracking progress from related tasks, date containment logic, and nested milestone hierarchies.

How to use Task Matrices to automatically adjust task details — duration, assignees, subtasks, resources, and more — based on project properties like brand, region, or any custom field.

Learn how to read, edit, lock, version, and track actuals on a single project budget in Compass.

How task completion approvals work in Compass — enabling approval workflows, choosing approvers, the submission and review process, and what happens when a request is rejected.

Everything you can configure on a Task Catalog Item — what it is, how to control which projects it applies to, how dates are calculated, who gets assigned, and more.

How to configure the Task module for your workspace — priority levels, custom fields, and feedback settings.

How Compass task management works — smart task catalogs that generate tailored, dated, and assigned task lists for every project automatically.

How to switch between List View, Gantt View, and Kanban View in the Compass task dashboard — and how to configure the Gantt grouping and time scale.

How to use the Task Dashboard to find and manage tasks across projects, and how to work inside a single task — notes, subtasks, files, flags, reminders, and feedback.