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Client & Project Management
Client & Project Management
More information on how to manage your Clients and Projects in Bonsai!
15 articles in this collection
Written by
Matt Nish,
Andrew Lewis,
and
Amanda Moore
Client Management
Can I add or edit custom fields on my clients?
Written by
Amanda Moore
Updated over a week ago
Can I create global automations or automation presets in Bonsai?
Learn more about automating workflows in Bonsai
Written by
Andrew Lewis
Updated over a week ago
I am sure that my client's email address is correct but your system thinks that it is invalid, what can I do?
Invalid email addresses and unrecognized domains
Written by
Andrew Lewis
Updated over a week ago
How Can I Edit My Client's Contact Person's Email Address?
Edit Client Contact Email Address
Written by
Andrew Lewis
Updated over a week ago
Is it possible to add more than one email to a client?
Discover how you can add more email addresses for your client.
Written by
Andrew Lewis
Updated over a week ago
Do my clients need Bonsai accounts to sign contracts or pay invoices?
Discover if your clients need a Bonsai account to pay invoices or sign contracts.
Written by
Matt Nish
Updated over a week ago
How can I edit a client's info?
Details on how to add, edit, and delete clients from the client list
Written by
Matt Nish
Updated over a week ago
Project Management
Can I create tasks under my Projects?
Task management in Bonsai
Written by
Amanda Moore
Updated over a week ago
How Can I Rename My Project?
Change Project Name
Written by
Andrew Lewis
Updated over a week ago
How can I complete or archive a project?
Archiving projects that have ended
Written by
Andrew Lewis
Updated over a week ago
Can I take notes in Bonsai?
Adding private comments on my projects
Written by
Andrew Lewis
Updated over a week ago
How can I edit my project details like currency, start and end date, etc?
Learn where you can edit project details such as start or end date and currency.
Written by
Matt Nish
Updated over a week ago
How can I turn off notifications and reminders for my project?
Learn how notifications and reminders can be turned off for your projects.
Written by
Matt Nish
Updated over a week ago
What is Bonsai's Secure Messaging?
Read all there is to know about Bonsai's secure messaging feature.
Written by
Matt Nish
Updated over a week ago
How can I end or archive a project?
Learn how an active project can be archived or ended.
Written by
Matt Nish
Updated over a week ago