A project groups tasks, jobs and invoices around one goal — for example, a kitchen remodel for a specific customer. A project is linked to a contact.
The section is switched on in Settings → Modules & Entities.
Project list
Projects are also listed on the left of the Tasks section, with the number of finished tasks out of the total.
Creating a project
- Open Projects and click Create Project.
- Enter a name and choose a contact.
- Add tasks — inside the project, or from the task list by choosing the project in the form.
Status updates
Short notes about progress are added to a project. They form a feed that shows what happened without reading the history of every task.
Customer access
A project can be shared with the customer by link, with no sign-up: they see the tasks marked as visible to the client and can leave comments. The link opens only that project and gives no access to anything else.