Overview
Create a project from Work → Projects → New Project.
Highlights
- Enter the project name, client, start date, target end date, and budget.
- Set visibility to Internal or Client-visible (shows in client portal).
- Inside a project, add tasks and assign them to team members with due dates, priorities, and estimated hours.
- Add milestones to mark key delivery dates.
- Drag tasks between status columns in Kanban view.
- Team members log time directly against project tasks using the timer icon, or log manually via Time → Log Time.
- Logged time feeds into the Profitability Dashboard (Finance → Project Profitability) which shows revenue vs cost and profit margin percentage.
- Enable Client Portal on the project to give clients read-only access to project status, milestones, and delivered files.