Projects

Everything you need to know about how to add, edit, manage, and work inside your projects!

• Add a New Task to a Project
• Activity History Event List
• Internal Notes
• Editing a Task
• Reminders in Archive Projects
• How to Share a File Securely (In a Project)
• Accessing Client View
• Document Categories
• Uploading Files into Projects
• Watchers - Add, Remove, and Settings
• Sorting Tasks in a Project
• Client Project Access Options
• Updating Projects in Bulk
• Managing Tags
• Creating Bulk Projects from Entities
• Creating Bulk Projects from Contacts
• Rolling Over Projects
• How to Delete Tasks Within a Project
• PDF Cover Pages
• Moving Files Between Tasks
• Split PDF Documents
• Deleting or Restoring a Project
• How to use project statuses (Video)
• Rename Files with AI (in 1 click)
• Add a Client to Existing Project
• How to use Project Tags
• Update Email Address on Project
• Export Projects to Excel
• Creating Shareable PDF Links
• Sharing Whole Folders
• Merging Multiple Documents into One PDF
• Archiving Projects
• Downloading Project Files
• Schedule a Message in Bulk
• Resharing / Accessing a Client's Link
• Adding Forms to a Project
• Reminders - How to re-gear Truss for Extension Season (Video)
• Max AI
• Reviewing and Downloading Client Uploads
• Sharing/Uploading Files to Clients
• Adding Engagement Letters to an Organizer Project in Truss
• Setting Up Recurring Projects
• How to create 1040 projects from prior year data (Video)
• Inviting New Clients