In this Video Tutorial we'll show how to:

  • use the Projects page to
    • View Active Projects and mark them InActive when they're finished
    • View Projects that are for the same client
    • navigate to the Project Dashboard
    • see multiple projects for the same client grouped together (List View tab)
    • permanently delete a project


 

Related: Create a Project and use the Project Dashboard here.


Related: Use the Project Work page to put items, time, tasks, and more here.


Related: Create a Client Portal for your clients to track their projects here.