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