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Manage Your Projects
Manage Your Projects
34 articles in this collection
Written by
Cole Mackin
and
Shanna JM
Adding Floor Plans to your Project
Written by
Cole Mackin
Updated over a week ago
Create Detailed Spec Sheets
Written by
Shanna JM
Updated over a week ago
Project Calendar Feature
Understanding and Using the New Calendar Feature
Written by
Shanna JM
Updated over a week ago
What happens when I Accept/Decline a Project Request?
When a client submits a project request, you have the option of accepting or declining that request.
Written by
Shanna JM
Updated over a week ago
Copying a design board to another project
Written by
Cole Mackin
Updated over a week ago
Creating multiple design boards in a project
Written by
Cole Mackin
Updated over a week ago
Duplicate design boards in a project
Written by
Cole Mackin
Updated over a week ago
Deleting a Project
Removing projects from your DesignFiles account
Written by
Cole Mackin
Updated over a week ago
Attaching Project Files (Documents, Invoices, etc.)
Written by
Cole Mackin
Updated over a week ago
Changing the design board title or project name
Written by
Cole Mackin
Updated over a week ago
Deleting a design board from a project
Written by
Cole Mackin
Updated over a week ago
Re-order design boards in the project
Changing the order of your design boards within your project
Written by
Cole Mackin
Updated over a week ago
Control exactly which product details your client sees
Written by
Cole Mackin
Updated over a week ago
Create your first project
Written by
Cole Mackin
Updated over a week ago
How do I remove a client from a project?
Written by
Cole Mackin
Updated over a week ago
Allow clients to approve & reject products (for purchase)
Written by
Cole Mackin
Updated over a week ago
Export Project Products to CSV
Written by
Cole Mackin
Updated over a week ago
Update Product Pricing from the Design Boards page
Written by
Cole Mackin
Updated over a week ago
Commenting on a product
Written by
Cole Mackin
Updated over a week ago
Re-order products in the product list
Written by
Cole Mackin
Updated over a week ago
Updating Product Status
Written by
Cole Mackin
Updated over a week ago
How can my client select multiple rooms when filling out the Questionnaire?
Written by
Cole Mackin
Updated over a week ago
Accessing the Project Activity Logs
Written by
Cole Mackin
Updated over a week ago
How to Add Project Notes, Checklist, To-do Lists
Written by
Cole Mackin
Updated over a week ago
Accepting project requests
Written by
Cole Mackin
Updated over a week ago
Archiving Projects
Written by
Cole Mackin
Updated over a week ago
How to View/Restore Archived Projects
Written by
Cole Mackin
Updated over a week ago
How to view new project requests
Written by
Cole Mackin
Updated over a week ago
Managing Contracts
Creating Project Contracts
Written by
Cole Mackin
Updated over a week ago
Adding Contract Terms and Clauses as Presets
Written by
Cole Mackin
Updated over a week ago
How to Edit Project Contracts
Written by
Cole Mackin
Updated over a week ago
Sending/Resending Project Contracts
Written by
Cole Mackin
Updated over a week ago
How to View Project Contracts
Written by
Cole Mackin
Updated over a week ago
How to Delete Project Contracts
Written by
Cole Mackin
Updated over a week ago