Projects

Organize client work, decide who can access a project and configure planning.

In this section

  • Overview

    The Projects list shows name, owner and open tasks. Create a project or open one to manage roles, settings and documents.

  • Creating projects

    Create a project for a client or for your own company. Name it, then pick the client or an optional service provider.

  • Roles and access

    The owner has full access. Co-owners match the client. Service providers get granular rights only on premium projects.

  • Premium projects

    A diamond marks a premium project. Slots: Free 0, Starter 20, Pro 100, Enterprise unlimited. Without premium you stay on the default workflow.

  • Project settings

    In Other settings you control time visibility, read-only tasks, cancel versus trash, and whether the client may invite providers.

  • Project documents

    Each project has a shared documents folder. The owner and assigned service providers see the same files and links.

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