Create a project

Set up a project to scope work for a client and track tasks against it.

A project is a piece of work you're delivering, usually for a specific client. Projects act as a container: tasks, files, and (optionally) invoices tag against the project so you can see everything in one place.

Creating a project

1. Open CRM → Projects.
2. Click New Project (top-right).
3. Fill in:
   • Name, required.
   • Description, optional, but a paragraph here helps the team understand scope.
   • Client, optional. Linking to a client lets you see the project under that client's Projects tab.
   • Status, start with ACTIVE.
   • Start date / End date, optional.
   • Members, pick the people working on it. They'll get access to the project even if their role doesn't include "View All Projects".
4. Click Create Project.

Project statuses

You can move between statuses freely, there's no enforced lifecycle.

Editing or closing a project

On the project's detail page click Edit to change any field. To close out the project, change status to COMPLETED (or CANCELLED if it fell through).

Permissions you'll need

• Create Projects to make a new project. Seeing the project list also needs Projects or View All Projects.
• Manage Projects to edit or delete projects you can access.
• View All Projects to see projects you didn't create and aren't a member of. Without it you can still see projects you created or were added to.

On a project's page, its invoices show only to people with an invoices permission (your own, or all with View All Invoices), its tasks only the ones you can see, and money figures in project KPIs (marked Hidden) need View All Invoices, Manage Invoices, Manage Projects or the Finance Overview. Member rows show a name and picture; email addresses show only to people who can see the member directory.