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:

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