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Projects

Run client projects: tasks, bugs, scope, files, payments and the agreed price.

Projects is where you plan and track work for a client: tasks, bugs, scope, files, money in and out, and the agreed price.

• Find and manage your projects

  Use the Projects list to search, open and delete projects.

• Create and edit a project

  Add a new project with its client, dates and budget, and change those details later.

• Use the task board and teams

  Track a project's to-dos in task groups and organise people into teams.

• Log bugs and enhancement requests on a project

  Record issues and change requests against a project and track their status.

• Describe the scope and keep project files

  Break a project into modules, write its description, and upload documents.

• Record project payments and expenses

  Log money received and money spent against a project and see its profit.

• Set the agreement and manage change orders

  Record the agreed customer price, supplier compensation and tax basis, and track changes as versions.