Back to Help

Projects help you organize work for specific clients. Here's how to create one:

Step 1: Navigate to Projects

Click on "Projects" in the navigation, then click "Create Project", or visit /projects/create.

Step 2: Select a Client

Choose the client for this project from the dropdown. If the client doesn't exist yet, create them first from the "Clients" section.

Step 3: Enter Project Details

Fill in the project information:

• Name: Project name (required)
• Description: Project description (optional)
• Status: Current project status (e.g., "Planning", "In Progress", "Completed")
• Start Date: Project start date (optional)
• End Date: Expected completion date (optional)

Step 4: Save the Project

Click "Create Project" to save. You'll be taken to the project detail page where you can add milestones, updates, and create proposals or invoices.