Once the project is created, it opens a detailed dashboard with the following key tabs:
🧱 Overview #
- Project Summary, Client Info, Billing Type, Deadline, Progress Bar
- Quick links to timers, invoices, expenses, and customer contacts
✅ Tasks #
- Assign tasks to team members, link them to milestones
- Set priorities, due dates, reminders, and checklists
- Add comments, upload files, and track time for each task
- Tasks can be:
- Public (visible to customer via portal)
- Private (internal use)
📌 Tip: Use templates for repeated task structures.
🎯 Milestones #
Group tasks under phases or milestones (e.g., “Wireframes Complete”, “Backend Launched”).
- Helps monitor progress
- Can be used for milestone billing if applicable
🧾 Invoices #
- Generate invoices directly from the project
- Invoice fixed project cost, logged hours, or task hours
- Add project name to the invoice automatically for clarity
💸 Expenses #
- Log expenses related to the project (e.g., stock images, travel)
- Set as billable to client or mark as internal
- Attach receipts or vendor documents
📈 Timesheets #
Track all time entries made via:
- Manual time logging
- Start/Stop timers
- Task-based time tracking
You can filter timesheets by:
- Staff member
- Date range
- Task
💬 Discussions #
Open communication threads within a project:
- Internal or with client
- Tag team members
- Attach files
- Useful for clarifying goals or decisions
📁 Files #
Upload relevant project documents:
- Proposals
- Contracts
- Images or media assets
- Customer uploads (if client portal is enabled)
✅ Checklist (Custom Fields) #
Add custom checklist items like onboarding steps, approval stages, or QA tasks.
