Baton
By ClientSuccess and 2 others3 authors63 articles
- Task TagsLearn how to create, edit, delete, and apply Task Tags in Baton to categorize project work for enhanced reporting and analysis.
- Getting StartedLearn how to use the Baton Projects Page to view, filter, and customize project lists, plus create projects from templates.
- Setting Up Your TemplatesLearn how to set up Baton project templates, including adding phases, milestones, tasks, assets, and default settings, and creating projects from a template.
- Template Best PracticesBest practices for building Baton templates: structuring phases, milestones, tasks, dependencies, and time estimates for timeline risk.
- Risk Algorithm + Projected Project & Task Due DatesUnderstand how Baton's risk algorithm calculates projected project and task due dates using task status, time estimates, and dependencies.
- Phases vs Milestones vs TasksUnderstand the difference between phases, milestones, and tasks in Baton and how each relates to project plans, templates, and due dates.
- Tasks ViewLearn how to use the Baton Tasks view to see workload across projects, filter and group tasks, track time, and view team members' assigned tasks.
- Life of a ProjectOverview of a project lifecycle in Baton: how to create a project from a template or CSV, plan and launch it, pause notifications, and complete it.
- Finding Your Workspace and Logging InLearn how to find your Baton workspace URL, log in with email and password, reset a forgotten password, or sign in with a magic link.
- Project List PageLearn how to navigate the Baton Project List page, filter projects by role with saved filters, and customize column order across the workspace.
- Task Activity LogLearn how to use the Baton task activity log to add public or internal comments, @-mention teammates, and reply to comments from email notifications.
- Searching in BatonLearn how to search in Baton with cmd+K or ctrl+K to quickly jump to projects and tasks, plus filter task titles within a project list view.
- Project Overview / Task InsightsUnderstand Baton Task Insights on the Project Overview page, with Due Next, Due Last, Problematic, Impactful, and Stuck task views for drill-down.
- View as a ClientLearn how to use the View as Client option in Baton Project Actions to preview exactly what clients see, including hidden tasks and attachments.
- Project HealthUnderstand Baton Project Health, a stoplight status tracker with notes you can log per project and display in List View and Status Reports.
- Project Status ReportLearn how to create and send a Baton project status report by email, customize the subject and summary, and route reports to a Slack channel.
- Client Task ManagementLearn how to enable client task management in Baton so clients can create and edit tasks, with workspace admin settings and per-project controls.
- DateshiftLearn how to use Dateshift in Baton to move an entire project timeline or shift selected task dates forward or backward with the Schedule button.
- Baton Custom FieldsLearn how to create and manage Baton custom fields, including dropdown, numeric, free text, date, and date formula types across templates and projects.
- Flexible PhasesLearn how to create, delete, reorder, and filter project phases in Baton from Workspace Management settings, templates, and project views.
- Time TrackingLearn how to track billable and non-billable time in Baton: estimated effort, tracking time on tasks, timesheets, defaults, and weekly reminder emails.
- Baton Sub TemplatesLearn how to create Baton Sub Templates and apply multiple templates to new or existing projects, plus how Sub Templates differ from base templates.
- Task DependencyLearn how to create task dependencies in Baton, read dependency icons, and configure Dependency Dateshift settings to auto-shift dependent task dates.
- TemplatesLearn how to convert existing Baton projects into templates, then access, edit, duplicate, and manage templates from the Portfolio view.
- Create and Plan a ProjectLearn how to create and plan a project in Baton: add milestones, tasks, subtasks, checklists, attachments, dateshift, bulk edits, and invite your team.
- Data BarUnderstand the Baton Data Bar on List and Kanban views, covering project status, due vs completed projects, contract values, and the Baton Score.
- Project Completion & TerminationLearn how to mark a project complete or terminate it in Baton using the project status dropdown, plus related team email notifications.
- Time to Launch (TTL)Learn how to configure and report on Time to Launch (TTL) in Baton, including setting start and end dates at the template or project level.
- Time EntriesLearn how to add, edit, delete, sort, and filter time entries on the Time Entries page under the Resources tab in Baton.
- Resource PlanningLearn how Baton Resource Planning shows weekly team member capacity, allocation, and time estimates to identify over or under-allocated resources.
- Uploading a Project PlanLearn how to upload a project plan to Baton via CSV using the standardized template, map columns, and resolve validation issues before import.
- Project BaselineLearn how to set a project baseline in Baton to snapshot your timeline, configure baseline capture preferences, and compare planned vs actual schedules.
- Projected Due Date and Risk UpdatesUnderstand how Baton calculates a project's projected completion date and classifies project and task risk as low, medium, or high.
- Archive ProjectsLearn how to archive, unarchive, view, and delete Baton projects to keep list and board views focused on active work while retaining history.
- Configuring and Managing User Roles in BatonSetting up user roles in Baton allows you to manage permissions and task assignments effectively across your workspace. Based on the documentation provided, here is a structured, step-by-step guide to…
- Baton > Project MergeUnderstand how a Baton project merge works, including which tasks, milestones, and records move to the target, conflict rules, and what gets deleted.
- Baton :: Client Sign-Off on TasksLearn how to require client sign-off on tasks in Baton, what clients experience, and how sign-off status is tracked throughout a project.
- Client Presentation ModeLearn how to use Client Presentation Mode in Baton to walk clients through a project in their view while still editing tasks, hiding internal details.
- Project ViewUnderstand the Baton Project View, covering overview, notes, task list, subtasks, attachments, bulk task upload, pausing, risk, and status reports.
- Baton - Board ViewUnderstand the Baton Board View kanban of projects by phase, with Quick View details, phase editing, filters, and projected completion and risk.
- List ViewLearn how to use Baton List View to see all projects in one table, customize and freeze columns, filter and sort, open Quick View, and check My Tasks.
- Timeline ViewUnderstand Baton's Timeline (Gantt) View to visualize project tasks, dependencies, and delays, drag and drop dates, and filter by team or status.
- Data DashboardLearn how to use the Baton Data Dashboard to track project trends, contract value, and active project status, add cards, and share view-only links.
- Saved FiltersLearn how to create, apply, and manage Saved Filters in Baton to customize project views, set a default view, and rename or delete filter groups.
- Baton Workspace CurrencyLearn how to change the Baton workspace currency under Admin Settings, Customization, Terminology to update the currency shown across projects.
- ClientSuccess / Baton Integration (V2 - Customer & User Sync)Learn how the V2 ClientSuccess Baton integration syncs customer records and vendor users, with ClientSuccess as the source for clients and logins.
- Working DaysConfigure working days and holidays in Baton so task duration, risk, and Dateshift calculations skip non-working days at workspace or project level.
- Client DirectoryLearn how to manage the Baton Client Directory in Workspace Management, create client companies with logos, and merge duplicate client records.
- What Can Baton Admins Do?Understand Baton admin permissions, including managing users, workspace info, integrations like Jira and Salesforce, and how to make a user an admin.
- Project Settings and ReportsLearn how to access Baton project settings to edit details, manage attachments, upload client logos, edit the project team, and view client feedback.
- DepartmentsLearn how to create and manage Departments in Baton to group vendor users and tasks, assign members and tasks, and organize workload across projects.
- Profile & Account SettingsLearn how to manage Baton profile settings, email notification preferences, workspace management, team members, data export, and email previews.
- Hubspot IntegrationLearn how to connect HubSpot to Baton to auto-import projects from deals, configure import rules, field mapping, template mapping, and link companies.
- Explore Baton's API with PostmanLearn how to explore the Baton API using Postman by importing the Swagger file, setting baseUrl and apiKey variables, and configuring authorization.
- Baton Salesforce IntegrationLearn how to connect Salesforce to Baton to auto-create projects from Opportunities, set import rules, sync fields both ways, and map templates.
- Jira Cloud IntegrationLearn how to set up the Baton Jira Cloud integration to create Jira issues from Baton tasks, sync statuses two-way, and link tickets to projects.
- Updates to Risk in BatonUnderstand how risk visibility changed in Baton: High/Medium/Low risk details are hidden from client views while project managers keep risk tools.
- Template ImprovementsUnderstand Baton template improvements: working-day based timelines, drag-and-drop task durations, and project previews by start or due date.
- Project Create & Setup FlowLearn how to create a project in Baton with the updated setup flow: apply templates, add milestones and tasks, set details, and invite your team.