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 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