How to Create a Project
Projects in clientfam represent work you do for clients. Each project can have milestones, tasks, expenses, updates, and linked invoices, giving you a complete view of the engagement.
Step 1: Navigate to Projects
Click "Projects" in the sidebar under Delivery, then click "New Project".
Step 2: Fill in Project Details
- Project Name (required): A descriptive name for the project.
- Client (required): Select the client this project belongs to.
- Status: The initial status (e.g. Not Started, In Progress, On Hold, Completed).
- Start Date: When the project begins.
- End Date: Expected completion date.
- Budget: The total project budget.
- Description: Details about the project scope and objectives.
Step 3: Save the Project
Click "Create Project". You'll be taken to the project detail page where you can start adding milestones, tasks, and more.
Creating from a Template
If you have project templates set up, you can create a project from a template that fills in milestones, tasks, expenses, and checklists for you.
Tip:
Projects can also be created automatically when converting a lead. See How to Convert a Lead to a Project.