Projects in Bonsai bring everything your team needs to plan, execute, and track work in one place. Use a unified dashboard to manage budgets, time, tasks, and files, all connected to your clients and invoices.
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Projects help agencies and teams stay on top of every moving piece, forecast performance, and maintain visibility from scope to delivery.

View all essential project details side by side. The dashboard brings together tasks, messages, time entries, billing, expenses, insights and collaborating team for a complete picture of project health at a glance.

Keep all project-related files and materials organized in one place. Within the Documents and links section, you can create new documents directly from your project, including:

In addition to creating new documents, you can upload external files or add links to keep all relevant resources connected to the project. This helps your team and clients easily access everything needed to keep work moving forward.
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For a deeper look at managing project documents, visit this article.

Use the Project activity area to keep communication and updates centralized. From here, you can:

When using the project’s forward email address (found at the bottom of the Project activity section), any forwarded messages will appear in your project feed for easy tracking:
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​Note: Forwarded or sent emails from this section will not notify your client. They’re stored for your internal visibility and recordkeeping only.
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Organize work efficiently with customizable task lists, assignments, and dependencies.
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Use filters and views to manage workloads, deadlines, and progress for each team member.
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Easily communicate with your clients directly from the project. You can send messages to keep them updated or discuss details without leaving the workspace.
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Clients will also receive an email notification whenever a new message is sent, ensuring they never miss an update.

Track time directly within each project to link work with billable hours and expenses.
This ensures accurate invoicing and helps maintain budget control.

The Insights tab offers a comprehensive view of your project's financial health and overall status. Here, you can track budget evolution, monitor profitability, and assess team performance.

For a deeper look on insights, visit this article.

View all team members involved in a project and easily add new collaborators to work together. This section helps you manage who’s part of the project, making it simple to bring in the right people and keep collaboration organized.

If you’d like to rearrange the tabs in your project, click on the Filter tab to adjust the order and layout to fit your workflow. This lets you organize your view based on what’s most relevant to you and your team:
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