Getting Started
By ClientSuccess1 author10 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.