Manage Your Projects
What happens when I Accept/Decline a Project Request?
Create Detailed Spec Sheets
Project Calendar Feature
Adding Floor Plans to your Project
Copying a design board to another project
Creating multiple design boards in a project
Duplicate design boards in a project
Deleting a Project
Attaching Project Files (Documents, Invoices, etc.)
Changing the design board title or project name
Deleting a design board from a project
Re-order design boards in the project
Control exactly which product details your client sees
Create your first project
How do I remove a client from a project?
Allow clients to approve & reject products (for purchase)
Export Project Products to CSV
Update Product Pricing from the Design Boards page
Commenting on a product
Re-order products in the product list
Updating Product Status
How can my client select multiple rooms when filling out the Questionnaire?
Accessing the Project Activity Logs
How to Add Project Notes, Checklist, To-do Lists
Accepting project requests
Archiving Projects
How to View/Restore Archived Projects
How to view new project requests
Creating and Using Task Templates