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Projects & scheduling
Dependencies, critical path, milestones, Gantt, Kanban, time entry.
Use the project overview: health, work and completionRead project health, work through tasks, open supporting details and complete or reopen a project.5 min · Oct 22, 2026Create a project: from scratch, a playbook, or a won quoteThree ways to start a project in Current, and how to choose Current-native vs. PSA-synced.3 min · Oct 26, 2026Organize work with phases and tasksStatuses, assignees, priority and dates; adding, renaming and reordering phases; renaming a task; dragging tasks between phases; searching a long project; and editing many tasks at once.6 min · Oct 27, 2026Task dependencies: types, lag, and the dependency mapThe four dependency types, adding lag days, drawing a link by dragging on the dependency map, the refusals you can meet, how cross-project links are treated, and how cycles are blocked.4 min · Aug 24, 2026What is a critical path (and how Current finds it)Critical path, slack, and float explained, and how Current computes and highlights it automatically.2 min · Aug 24, 2026Milestones: what they are and where they show upFlag any task as a milestone to track it on the timeline, the dependency map, and the partner portal.2 min · Oct 22, 2026The Timeline view: drag to reschedule, and back-schedulingHow the Gantt-style Timeline works: dragging bars, collapsing phases, the cascade-confirm prompt, scheduling backward from a deadline, and the project-scoped 'dependencies out of order' repair.3 min · Aug 24, 2026Your PSA statuses on the project boardGive a PSA task status, or a group of look-alike statuses, a column of its own on every project board, merge the rest into Current's four lanes, ignore the noise, and what dragging a card into one of those columns changes in your PSA.4 min · Oct 20, 2026The Kanban board: columns, drag-and-drop, and viewsHow the Board view's columns map to task status, what the board shows before your first project exists, dragging cards between them, hiding a column, narrowing a view to one person, hiding completed work on the List, deleting a card safely, and the view switcher.4 min · Oct 22, 2026The Calendar: work by date, and adding to a dayWhere the Calendar lives, what shows on a day, dragging tasks and your own to-dos to a new date, and creating a task or a to-do straight from a day.3 min · Sep 6, 2026PTO and availability-aware scheduling in the TimelineHow Current skips weekends, holidays, and a person's PTO when it schedules your project's tasks.3 min · Sep 6, 2026Holidays and employee costs: where the numbers come fromWhich holidays sync from Autotask vs. get added by hand (ConnectWise, HaloPSA, Syncro, Rev.io and SuperOps workspaces add holidays by hand), what the holiday calendar now drives on your dashboards and your PSA date pushes, and where employee cost rates come from.3 min · Oct 10, 2026What-if scenarios: preview a schedule slip before it happensModel a delay on any task and instantly see the ripple (in working days, respecting cross-project links) without touching the real schedule.2 min · Aug 24, 2026Project templates and PMI playbooksCurrent comes with 35 built-in playbooks: 34 delivery playbooks plus one PMI playbook. Start from one, save a project as a reusable template, clone a playbook for a new engagement, and run M&A integrations.3 min · Oct 19, 2026Building projects in your PSA from a template or won quoteHow a cloned template or a won quote becomes a real, live project in your PSA, and why the button sometimes needs a second click.2 min · Oct 5, 2026Logging time and how it reaches your PSA's billingThe time entry dialog, its PSA-aware defaults, time rounding, the fail-closed sync guard, and the approval flow, for Autotask, ConnectWise, HaloPSA, Syncro, Rev.io and SuperOps alike.4 min · Oct 22, 2026The task drawer: tabs, the time tile, pop out, and Open workHow the redesigned task drawer works since September 2026: several tasks and tickets open as tabs, one timer tile, Overview / Details / Time / Comments, a pop-out window, and the Open work control in the top bar.5 min · Oct 22, 2026Book time in Outlook from a recordBlock time for a task or ticket on an Outlook calendar, from suggested free slots or a time you pick, with a note on the record.4 min · Oct 22, 2026Logging time on a ticket vs. a taskHow Add Time on a synced support ticket differs from task time entry, and what happens when a ticket type won't accept time.3 min · Oct 22, 2026What is Current Score? Project health, factor by factorCurrent Score is 100 minus ten deductions computed from your own project data. Here are the exact factors, points, caps, and health bands.8 min · Oct 11, 2026The Portfolio page: filter, rank, and archive projectsPortfolio is every project in one place, health, budget, and due date, with filters, sort, saved layout, and archive/restore.7 min · Oct 16, 2026Finding completed projects and their historyCompleted projects leave the everyday views so they stay quick. The Portfolio's Completed view and the Completed projects switch bring them back whenever you need the history.4 min · Oct 22, 2026Autotask proposals as projectsAutotask proposal and baseline projects show in Current like any other project. A tenant admin can choose to hide them, and anyone who manages projects can hide or keep one at a time.2 min · Oct 22, 2026A project was completed or archived by mistake: get it backWhy a project leaves your active views (completed in Current, closed in your PSA, archived, or hidden by its type or status), how to tell which, and how to reopen or restore it.4 min · Oct 27, 2026Project risks and estimate vs. actual hoursFlag a risk on the Risks board, work the red, orange and green lanes, promote what Current detects, and compare estimated against actual hours.11 min · Oct 19, 2026The Schedule board: workload, capacity, rebalancingReview daily project work and staffing in Daily dispatch, or use the resource grid to plan workload across days.7 min · Oct 11, 2026Sort tasks by due dateTo see tasks by due date, open the List view: it opens sorted by Due, earliest first, and a click on the Due header reverses it. Boards sort by Due from a button; here is what every other task view can do.3 min · Oct 10, 2026Add and edit project chargesAdd a one-time charge to a project, change one, or remove one you added, right on the project's Charges panel. On an Autotask or ConnectWise project the change is sent to your PSA when you press Send, once a Tenant admin turns sending on.4 min · Oct 22, 2026
