Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Create a project
Connect a defined piece of work to a client.
Project workflow
Move from planning through delivery in an organized way.
Update project status
Keep your active workload accurate.
Organize projects
Use clear names and client relationships to reduce clutter.
Step-by-step
- 1
Choose the client
Confirm the client exists, then open Projects and select New Project.
- 2
Describe the work
Use a concise project name and add the scope, dates, value, and status available in your form.
- 3
Save the project
Review the client relationship and save the project.
- 4
Create project documents
Prepare proposals, quotations, and invoices associated with the project.
- 5
Keep status current
Update progress as work moves from planning to active delivery and completion.
Helpful tips
- Name projects so both the client and work are recognizable.
- Use one project per distinct engagement.
- Review active project statuses weekly.
Common mistakes
- • Creating a project under the wrong client.
- • Using vague names such as Project 1.
- • Leaving completed work marked as active.
Frequently asked questions
Do I need a project for every document?
Projects are recommended because they keep related work together; some document flows may allow an optional project.
Can I edit a project after creating it?
Yes. Open the project and use the edit action to update its details.
Related guides
Clients
Add, update, search, and maintain accurate client records.
Documents
Work with invoices, quotations, proposals, payments, PDFs, reminders, and recurring invoices.
Getting Started
Set up your account, business profile, branding, first client, and first project.