Projects workflow

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Go to Sidebar > Work & Operations > Projects.
2. Create a new project when you need a dedicated project workspace.
3. Add milestones, files, discussions and tasks inside the project as needed.
4. Use the project record to keep related work and collaboration in one place.
5. Where relevant, continue into project invoicing once the billable stage is ready.

What this feature does

• Projects support view, gantt, discussions, milestones and file management.
• Milestones can be used in Kanban and reordered in the verified project workflow.
• Project files can be uploaded, updated, downloaded in bulk or shared externally.
• Project notes, timesheets and team members are first-class parts of the controller.
• Invoice Project and client-view actions are verified project outcomes.

What to do next

• Projects and Tasks work best together, so read the Tasks guide next if you need day-to-day action control.
• If external files or clients must see the project, use the client-view and file-visibility tools carefully.

Related guides

Related questions