Bonsai

How to create, organize and track your tasks seamlessly.

Creating tasks with Bonsai

Follow these steps to easily change a project's title

Follow these steps to complete, archive or delete a project that has ended

How to add private notes to clients profiles and projects.

Discover where you can edit project details such as start or end date, currency, billable rate and more.

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

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

This document explains how your clients can upload files to their projects from within the Client Portal

Learn how to add custom links to projects for your clients.

Setting and managing project budgets in Bonsai

Project numbering for improved project management.

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

Learn how to utilize our budget forecast feature.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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