Create a project
Open Projects or use New Project from the dashboard.
Enter the project title first.
Choose an existing client or add a new one.
Create the project once the basic details are ready.
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Projects & Clients
How to create a project, add clients, and manage the work inside one workspace.
Getting started
Start with these steps
1
Open the dashboard and create a new project.
2
Attach the right client before you start work.
3
Keep every file, note, and update inside the project.
4
Use project status to track active, paused, or completed work.
5
Archive when the project is done instead of deleting too early.
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How it works
Add the client
A client connects the project to a portal contact.
Use the correct email before sharing the portal.
Client details can be edited later from Clients.
One client can have more than one project.
Manage the project
Use status to show whether work is active, paused, or complete.
Upload files inside the project so the client sees the right context.
Use messages for project-specific discussion.
Archive completed work instead of deleting it too quickly.