Projects
How to manage your projects
14 articles
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.
Budget forecast based on task estimatesLearn how to utilize our budget forecast feature.