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I’m using Onboard with my Clients
If your company added you to Onboard, so you can manage your clients, learn more here.
Getting Started
Managing my Clients
- Managing your Project
- How do I add/remove a customer?
- My customer can't login
- How to add new tasks (and sections) to project templates via bulk actions within the Repository
- How to bulk edit project tasks
- How to update Variables
- Invite and assign from tasks
- Can I update existing Project tasks if my Global Tasks have updated?
- Want to add new Global Tasks to your existing Projects.