Bonsai

Can I create tasks under my Projects?

How can clients add files from the Client Portal?

Adding private notes on my clients and projects

Learn where you can edit project details such as start or end date and currency.

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

Upload and send files to your clients right from your projects.

Learn how an active project can be archived or ended.

Find answers and get help from Intercom Support and Community Experts

{assigneeName} needs more information from you