Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

What should I check before contacting support about a Project setup issue?

Most setup issues can be narrowed down by checking the underlying HubSpot record first.

Before escalating a Project setup issue, review the underlying HubSpot record.

  1. Confirm the Project is in the intended pipeline.
  2. Confirm Project Template has the expected value.
  3. Confirm the selected template exists in the Templates app page.
  4. Confirm Tasks are associated with the Project.
  5. Confirm Task owners and dates are populated where expected.
  6. Confirm Project Plus properties such as budget hours exist when the feature requires them.

If the issue remains after those checks, send support the Project record ID and the results of the checklist. That usually makes it possible to identify whether the problem is record configuration, template configuration or app processing.