Hi. How can we help?

Managing Projects

29 Jan 2020 in: Projects

In Freelance Manager, all work happens inside projects. There you’ll be able to assign tasks, discuss ideas, attach files, write notes, and track time and expenses.

Starting a Project

  1. Open Projects.
  2. Click +Start a New Project.
  3. Enter a name and a description.
  4. Set a Label to show the project is NEW, INPROGRESS, etc.
  5. Set a Category to make the project easier to find later.
  6. Choose a Client Company to set who the project is for.
  7. Enable Tracking if you plan to log time or expenses.
  8. Click Create Project.

Inviting People to a Project

  1. After you've created a project, you’ll immediately be able to invite people:
  2. Add Team Members or Clients (learn more).
  3. Enter their name or email.
  4. Enter the name of a team to invite a group of people.
  5. Click Send Invitations.
  6. Everyone you invited will receive an email:

If you wish to add or remove someone later, open the project and click People > Invite/Manage People.

Parts of a Project

After opening a project, you’ll notice it's made up of different tabs.

  • Tasks tell you what needs to be done and when. You can group them into task lists.
  • Discussions are where you can share ideas and post comments.
  • Files show all the attachments in the project. They can be added to taks, comments and notes, or uploaded to the Files section directly.
  • Notes are simple text documents. They’re great for collaborative writing and tracking changes.
  • Time is where you see all the hours logged the project.
  • Expenses help you keep track of how much the project is costing you.
  • Activity shows all the updates on the project.

Organizing Projects

If you have many active projects, there are a number of ways to keep the list organized.

  • Clicking the Grid or the List icon changes how projects are displayed.
  • To narrow down the list, you can filter projects by Client, Label or Category.

Completing a Project

  1. Open the project.
  2. Open Options and click Complete

When a project has been completed, you’ll still be able to find it by opening Projects > Completed Projects.