Create a project

In Projects → New project, complete the following fields:

• Customer: the existing customer who owns the project; required.
• Project title: a recognisable name such as “New company website”; required.
• Website: the site being built, if known.
• Status: begin with Planning or In progress as appropriate.
• Priority: Low, Normal, High or Urgent.
• Start date and Due date: the planned timeline, not a payment schedule.
• Description: scope and important context.
• Show in customer dashboard: turn on when the customer should follow the project there.

Select Save project before adding tasks. The opened project then provides Project details, Tasks, Comments and Files.

Example: an existing customer's new website

Open the customer's record to confirm their email and website. Create a project titled “Website redesign”, set the due date and show it in their dashboard. Add tasks for discovery, design, content and launch. Mark only customer-relevant tasks visible. Move the project to Waiting for customer when you need content or approval, and use comments to explain the request. Record the commercial agreement separately in the customer financial area.

See Manage projects and Customer finances.