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Client & Project Management
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More information on how to manage your Clients and Projects in Bonsai!
16 articles
Project Insights
Creating tasks with Bonsai
How to edit your project's name
How to complete, archive or delete a project
Taking notes in Bonsai
How to edit a project's details
How to turn off automatic notifications and reminders for your project
How to send files to your clients
Clients uploading files to projects
Adding links to my projects like Google Drive, Dropbox, Notion, etc.
Project budgets
Custom project numbering and project IDs