Baton

Getting Started

• Getting Started
• Setting Up Your Templates
• Template Best Practices
• Risk Algorithm + Projected Project & Task Due Dates
• Phases vs Milestones vs Tasks
• Tasks View

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Using Baton

• Baton Sub Templates
• Projected Due Date and Risk Updates
• Project Baseline
• Uploading a Project Plan
• Resource Planning
• Time Entries

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Forms

• Getting Started with Forms

Baton User Views

• Client Presentation Mode
• Project View
• Board View
• List View
• Timeline View
• Data Dashboard

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For Your Customers

• Client View

Baton Settings

• Working Days
• Client Directory
• What Can Baton Admins Do?
• Project Settings and Reports
• Departments
• Profile & Account Settings

Notifications

• All Notifications
• Change Task Statuses from Email

Integrations

• Hubspot Integration
• Jira Cloud Integration
• Zapier Integration
• Baton Salesforce Integration
• Explore Baton's API with Postman

General

• Updates to Risk in Baton
• Template Improvements
• Project Create & Setup Flow

Technical Support

• Generating Logs (Chrome)