Productivity
Learn how to manage projects, tasks, and team resources productively
26 articles
Projects
How to manage your projects
All about ProjectsRun projects with clarity, control, and collaboration.
How to edit your project's nameFollow these steps to easily change a project's title
Editing your project's settingsEdit and manage project details, billing, and configuration.
Project Billing TypesChoose how your projects are billed and tracked.
How to set service hourly rateManage billing for projects that include multiple services with different hourly rates.
Project InsightsGet an overview of your project's financial health.
Project budgetsSet and track budgets to stay on target across your projects.
How to upload and send files to your clientsEasily share images, PDFs, and more with your clients directly from your projects.
Turning off automatic notifications and reminders for your projectLearn how notifications and reminders can be turned off for your projects.
Completing, archiving, or deleting a projectLearn how to mark a project as completed, archive it, or delete it permanently after it has ended
Custom project numbering and project IDsUnderstand and customize project IDs for improved project tracking and management
The Workload viewPlan and manage tasks based on team capacity.
Archiving or deleting a projectLearn how an active project can be archived or deleted.
Tasks
Create tasks
How to create and track tasks with BonsaiLearn how to create, organize, and track tasks with step-by-step instructions
Leveraging task templatesEasily organize repeatable tasks with preset lists.
Task template automationA guide to automating task creation using predefined task templates within Project Automations.
Task and subtask notificationsLearn how task notifications work across tasks and subtasks.
How to set task dependenciesTask dependencies help teams manage work order, timelines, and task coordination across projects.
Duplicating tasks and task templates
Time Tracking
How to track your time
Tracking time internally with BonsaiHow to track the time your team is spending on projects.
Manually adding time tracking entriesHow to add time tracking entries that are not recorded by our live time tracking feature.
Invoicing your tracked timeHow to invoice your client for the time you’ve tracked
