ClientSuccess

Dave Blake

Baton

Task Tags

Getting Started

Setting Up Your Templates

Template Best Practices

Risk Algorithm + Projected Project & Task Due Dates

Phases vs Milestones vs Tasks

Tasks View

Life of a Project

Finding Your Workspace and Logging In

Project List Page

Task Activity Log

Searching in Baton

Project Overview / Task Insights

View as a Client

Project Health

Project Status Report

Client Task Management

Dateshift

Baton Custom Fields

Flexible Phases

Time Tracking

Baton Sub Templates

Task Dependency

Templates

Create and Plan a Project

Data Bar

Project Completion & Termination

Time to Launch (TTL)

Time Entries

Resource Planning

Uploading a Project Plan

Project Baseline

Projected Due Date and Risk Updates

Archive Projects

Using Baton

Getting Started with Forms

Forms

Client Presentation Mode

Project View

Baton - Board View

List View

Timeline View

Data Dashboard

Saved Filters

Baton User Views

Client View

For Your Customers

Baton Workspace Currency

ClientSuccess / Baton Integration (V2 - Customer & User Sync)

Working Days

Client Directory

What Can Baton Admins Do?

Project Settings and Reports

Departments

Profile & Account Settings

Baton Settings

Baton - All Notifications

Notifications

Hubspot Integration

Explore Baton's API with Postman

Baton Salesforce Integration

Integrations

Updates to Risk in Baton

Template Improvements

Project Create & Setup Flow

General

Generating Logs (Chrome)

Technical Support

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