Using Baton
By Evan and 2 others3 authors27 articles
- 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.