Create and manage projects
A project brings together the tasks, notes, invoices, proposals and contracts for one piece of work. Linking a client is optional.
Add a project
- 1
Go to Projects in the sidebar and click "Add project".
- 2
Choose "One-off job" or "Monthly / recurring".
- 3
Enter a "Project name", and optionally pick a "Client" and "Due date".
- 4
For one-off jobs, add "Payment milestones" with "Add milestone". For recurring work, set the "Billing cycle" and "Amount per cycle".
- 5
Save.
The project's currency applies to every document issued from it. Documents already issued stay as they are.
Project views
Switch between List, Board and Timeline views. Use "Filter and group" to filter or group projects.
Inside a project
A project page has tabs for Tasks, Notes, Invoices, Recurring bills, Proposals, Contracts and Secrets. Which tabs you see depends on your permissions in the workspace.
Project status
- In progress
- Completed
- Cancelled
Change the status from the status chip on the project page, or drag a card between columns on the Board view.
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Let clients book a time
Create a scheduler, set your availability, then send a link so clients can pick a time that suits them.