Create a project

A project breaks work into milestones your client approves and pays in turn, and they follow it all from their portal.

Create one from scratch#

1. Go to Projects, then New.
2. Pick a client and give the project a title.
3. Add milestones. Each milestone has a name, scope, amount, and an optional due date.
4. Save. The project appears on the client's portal.

Or start from an accepted proposal#

If the project began life as a proposal, you do not need to re-enter anything. Once the client accepts, the proposal shows a Start the project button that creates a project with a milestone for each priced line item, amounts included. You go straight from "yes" to managing the work.

The project page#

Your project page is where you work: mark milestones delivered, attach deliverables (files and links), and customize what the client sees with a cover image and welcome message.

Your client's view is one click away: the link in the project's Client portal card is a live preview of their page.