Owner workspace

Projects

Manage client work, files, and communication

Projects

Project list

ProjectClientStatusCurrent milestoneTarget dateLatest activityOpen

Real project data · Edits, milestones, action items, links, logged messages, and notes are saved to the real database

New project

Add a project

Creates a real project record for the assigned client.

Owner defaults to the current active staff member until real per-staff assignment is built.

Project work

Add item

Saves to the real Projects database.

Project work

Upload file

Images (JPEG/PNG/WebP/GIF) and PDFs only, 20MB max. Stays pending until a staff member approves it.

Project communication

Log email

Real sending isn't available yet — this records a communication that already happened elsewhere.

Real sending isn't available yet — this records a communication that already happened elsewhere.

About this page

Projects

Create and manage service-delivery work assigned to a client, including milestones, action items, files, communication, pricing, and project history.