Overview

This overview provides a breakdown of what a project is and how to use it.

What is a Project

A project can be created for a client, session/event/appointment, invoice or by itself. A project is used to group tasks together.

Should you use a Pipeline instead of a Project?

Click here for a tutorial on pipelines

How to Create a Project

1. Click on Projects
2. Click the Projects tab
3. Click Projects in the menu bar
4. Click the New Project button

How to Create a Project from a Client

1. Create a new client or edit an existing client
1. Click here for a tutorial on how to create a client
2. Click the Create menu option
3. Click the Create Project For Client menu item

How to Create a Project from an Event, Session, or Appointment

1. Create a new event or edit an existing one
1. Click here for a tutorial on how to create a new session
2. Click the Create menu option
3. Click the Create Project For Event menu item

How to Create a Project from an Invoice

1. Create a new invoice or edit an existing invoice
1. Click here for a tutorial on how to create a new invoice 
2. Click the Create menu option
3. Click the Create Project From Invoice menu item

How to Add a Saved Task List to a Project

Click here for a tutorial on how to create a saved task list.

To add saved tasks to the project select the Populate Project With Tasks From A Saved Task List checkbox and select the desired saved task list