Create Project

Projects are where you manage deliverables, milestones, and payments for client work.

Creating a project

1. Click Projects in the sidebar
2. Click Create Project
3. Fill in the project details
4. Define milestones and deliverables
5. Set up escrow (optional)

Project details

• Project Name — A clear, descriptive name
• Client — Select the client this project is for
• Budget — Total project budget
• Timeline — Start and end dates
• Description — Brief project scope

Business Tip: Write a clear project scope upfront. This prevents misunderstandings and scope creep later.

Milestones

Break your project into milestones:

• Each milestone has a deliverable, due date, and amount
• Milestones track progress and trigger payments
• Clients approve milestones before funds are released

Files and collaboration

• Upload files directly to the project
• Share files with clients through the portal
• Track all activity in the feed

Business Tip: Use project templates for recurring work. This saves time and ensures consistency.