How to Manage Projects
The Projects page gives you an overview of all your active and past projects. You can track status, view linked financials, and manage every aspect of client work.
Viewing Projects
Navigate to Projects in the sidebar. The page shows stats (total, in progress, completed) and a list of all projects with their client, status, dates, and budget.
Project Detail Page
Click on any project to see its full details, including:
- Overview: Project info, status, dates, budget, and description.
- Milestones: Deliverables linked to this project.
- Tasks: Todo items and assignments.
- Invoices: Bills generated for this project.
- Expenses: Costs associated with the project.
- Updates: Progress notes and status updates.
Editing a Project
Click "Edit" on the project detail page to update name, client, status, dates, budget, or description.
Changing Project Status
Update the status from the edit page or detail view. Common statuses include:
- Not Started: Project created but work hasn't begun.
- In Progress: Work is actively underway.
- On Hold: Temporarily paused.
- Completed: All work finished.
- Cancelled: Project abandoned.
Deleting a Project
Open the project, click "Delete", and confirm the action. The project will no longer appear in your active project list.
Use project updates to keep a log of progress. These updates are also visible to clients through the portal.