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.