Overview

What is a Project?

Projects are a handy way to organise jobs that contain multiple bookings with your team members and clients. You can also add files, quotes and invoices and control access through security controls.

Projects Page

The Projects page displays all projects accessible to you. You can filter projects by client, status and date.

You can show and hide all the project metadata columns (including custom fields) by pressing the expand column button.

Project Tabs

Project information is divided over several tabs, listed below.

Overview

When you select a project from the Project page you will land on that projects overview tab. This tab shows you the project details, the people who have been added to the project, bookings and tasks that are linked to the project and recent activity such as new conversations.

Bookings

The Bookings tab shows you all bookings linked to the project.

You can show and hide all the bookings metadata columns (including custom fields) by pressing the expand column button.

Tasks

The Tasks tab shows you all tasks linked to the project.

Files

The Files tab shows you project files. You can upload files up to 100MB to share with your team and clients.

Messages

Start a conversation amongst your project team members and clients by clicking the 'Create Conversation' button. Reply to existing ones by clicking the 'View Conversation' button and then selecting 'Reply'.

People

The People tab shows you everyone who is involved in the project. Add members of your team or clients with user accounts to the project.

Clicking on each person allows you to assign them a role and give them administrative project access if required. Roles can be predefined under Project Roles or typed in on the fly. You can also remove a person from the project by clicking the 'Remove User' button.

Sales

The Sales tab shows you all quotes and invoices linked to the project, the total sum of which are added up.