Bonsai

Learn how to manage projects, tasks, and team resources productively

Productivity

Run projects with clarity, control, and collaboration.

All about Projects

Follow these steps to easily change a project's title

How to edit your project's name

Edit and manage project details, billing, and configuration.

Editing your project's settings

Choose how your projects are billed and tracked.

Project Billing Types

Manage billing for projects that include multiple services with different hourly rates.

How to set service hourly rate

Get an overview of your project's financial health.

Project Insights

Set and track budgets to stay on target across your projects.

Project budgets

Easily share images, PDFs, and more with your clients directly from your projects.

How to upload and send files to your clients

Learn how notifications and reminders can be turned off for your projects.

Turning off automatic notifications and reminders for your project

Learn how to mark a project as completed, archive it, or delete it permanently after it has ended

Completing, archiving, or deleting a project

Understand and customize project IDs for improved project tracking and management

Custom project numbering and project IDs

Plan and manage tasks based on team capacity.

The Workload view

Learn how an active project can be archived or deleted.

Archiving or deleting a project

Projects

Learn how to create, organize, and track tasks with step-by-step instructions

How to create and track tasks with Bonsai

Easily organize repeatable tasks with preset lists.

Leveraging task templates

A guide to automating task creation using predefined task templates within Project Automations.

Task template automation

Learn how task notifications work across tasks and subtasks.

Task and subtask notifications

Task dependencies help teams manage work order, timelines, and task coordination across projects.

How to set task dependencies

Duplicating tasks and task templates

Tasks

How to track the time your team is spending on projects.

Tracking time internally with Bonsai

How to add time tracking entries that are not recorded by our live time tracking feature.

Manually adding time tracking entries

How to invoice your client for the time you’ve tracked

Invoicing your tracked time

Time Tracking

Tracking time with timesheets

Learn how to keep your team’s timesheets up to date with custom reminders.

All about timesheet reminders

Timesheets

Effortlessly manage project allocation and optimize your team's schedule.

The Resourcing Schedule view

Bonsai’s Time Off tracks absences, ensures balanced workloads, and aids planning.

Managing employee absences/time off

Resourcing

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Feature Requests

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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