Manage Your Projects
By Cole and 1 other2 authors36 articles
- 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
- How To Use Design Folders