Support topic
Projects tutorials.
Run the work: sub-statuses, checklists, discussions, and views.
What is a milestone payment?
A milestone payment bills a portion of a project when a defined stage is finished, instead of all at once. It's a friendly way to keep cash flowing on longer engagements.
Invoicing
Milestone Billing
Projects
Track a project from deposit to delivery
Follow one job end to end — approved estimate, deposit in, work on the board, final invoice out — so you always know where money and work stand.
Deposits
Invoicing
Projects
Assign project work to a teammate
On Studio? Hand off tasks on a project to the right person so everyone knows who owns what.
Projects
Studio
Team Seats
Keep internal and client-visible project info separate
Some notes are for your client; some are just for your team. Here's how to control what shows up in the portal and what stays behind the curtain.
Client Portal
Discussions
Projects
Archive or close a finished project
Wrapped a job? Close it out so your active board stays clean — without losing any of the history, invoices, or files attached to it.
Organization
Projects
Workflow
Turn a project checklist into an invoice
Done items, meet billable lines. Convert the checklist you've been ticking off into invoice line items so nothing delivered goes unbilled.
Checklists
Invoicing
Projects
Bill a project by milestones
Invoice as the work clears each stage instead of all at the end. Here's how to tie milestone payments to your project's phases.
Invoicing
Milestone Billing
Projects
Run the project board
Drag work across your custom stages on the project board so you always know what's in flight, what's blocked, and what's done.
Kanban Board
Projects
Workflow
Start a project from an approved estimate
Your client just approved the estimate. Spin it straight into a project so the scope, line items, and client are already wired up.
Estimates
Projects
Workflow
Reuse a Project Setup as a Template
Run the same kind of job over and over? Save a project's sub-statuses and checklists once and clone it for every new client.
Checklists
Projects
Workflows