How to add & manage a project
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

How to Add a Project

On your Projects page, simply click the black 'Add new project' button on the top right and complete your project details.

Your project information will not be displayed publicly, but will be included in communications when requesting quotes for products to save you time.

When completing this information, you can also add your team members by clicking 'add new team member'. This will automatically add them to your project and send them a notification informing them of their new access.

How to Duplicate a Project

Click the 3 dots in the top right corner of your project card and select Duplicate. This will create a copy of your project called 'Project Name Copy'. You can then rename the duplicate project in the settings window, accessible through the cog icon on your project card.

Please note, for large projects it can take several minutes for the duplication process to complete.

How to Archive or Delete a Project

Click the cog icon in the top right corner of your project card to open settings. Within settings, select delete or archive in the top right corner of the page.

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