Projects Overview

Your Main Work Queue

/projects is the central list of all projects.

From this page you can:

  • Search by project/client name
  • Switch between grid/list views
  • Create a new project
  • Open a project detail workspace

Create a New Project

  1. Click Create new project.
  2. Fill required project/customer information.
  3. Save to add it to the project list.

Search and Filter

Use the top search input to find projects by:

  • Project name
  • Customer first name
  • Customer last name

Open a Project

Click a project card/row to open project details and manage reports, orders, and invoices.