Manage Your Projects
34 articles
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 FeatureWritten 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 accountWritten 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 projectWritten 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