Frequently Asked Question

Advanced Project Settings
Last Updated 2 months ago

Configure Goldilocks Projects to work the way your team works.

Workspace Management

In the Settings section, you can manage your workspace, including the workspace name and billing information. You can also create new workspaces to manage different sets of projects.

Import/Export

Easily import projects, milestones, and tasks from a CSV file. You can also export your project data for backup or analysis. This feature is available in the Settings section under Import/Export.

CRM Integration

When you create a new workspace in Goldilocks Projects, CRM functionality is enabled by default. This allows you to seamlessly manage your customer relationships and your projects in one place. You can manage this integration in the workspace settings.

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