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What is the Projects Component in Wealthbox?
What is the Projects Component in Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Projects are a simple, lightweight project management tool that help track administrative initiatives. Whether planning a seminar event or organizing an office party, you can keep notes, track tasks, create events and collaborate easily using the Projects component.

Additionally you can "Link a contact" to Projects as follows, and they will then be visible on the respective Contact Record Page:
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