📁 Getting Started with Projects
Projects help you stay organized, deliver on time, and keep every detail in one place.
🧠 What Are Projects in TalleFlow?
Projects are the central hub for all your client work. Each project brings together your timeline, tasks, documents, contacts, and payments — so everything stays in sync and on track.
Use projects to:
Manage client jobs from start to finish
Track progress and deadlines
Link documents, invoices, and forms
Assign contacts and collaborate with your team
🚀 How to Create Your First Project
Step-by-Step:
Go to Projects from the main navigation
Click New Project
Fill in the basics:
Project Name – Make it clear and searchable (e.g. “Smith Wedding Design”)
Description – Add notes about the scope or client goals
Project Type – Choose from built-in categories (e.g. Branding, Event, Design)
Project Stage – Start with Planning, In Progress, or whichever fits
Open the Date & Location tab
Add your Start Date and Due Date
Go to the People tab
Link a Contact to the project
🔗 Linking a contact lets you send documents, emails, and track communication in one place
🎯 Project Types & Stages
Project Types
Built-in: TalleFlow includes preset categories based on common service types
Custom Types: (Coming Soon) – Create your own categories based on your business
Default Settings: Use standard timelines and workflows by default
Project Stages
Stage | Description |
Planning | Project kickoff, ideas, and discovery |
In Progress | Work is actively happening |
Review | Waiting on client feedback |
Completed | Work is done and delivered |
On Hold | Project is paused or delayed |
💡 You’ll soon be able to customize your own stages to match your workflow (Coming Soon)
🧩 Project Views & Organization
View Options:
📋 Table View – Spreadsheet-style, sortable and filterable
🧱 Kanban View – Drag-and-drop stage cards
📱 Mobile View – Use TalleFlow projects on the go (Coming Soon)
Organizational Tools:
🔍 Search by project name, contact, or stage
🧠 Filters – Build advanced filters with multiple conditions
🧱 Custom Columns – Show only what matters to you
🔁 Sorting – Sort by due date, name, client, or status
🔧 Managing Project Details
Click any project to open its Project Workspace, which includes:
🗂 Overview Dashboard – Key info, dates, and status
💵 Finance Panel – Track revenue, invoices, and payments
📎 Files – Store contracts, brochures, and forms
🕓 Activity Feed – See every update, message, and document sent
👥 Team Members – Assign work and track ownership
📤 Bulk Actions (Coming Soon)
TalleFlow will soon support bulk project management:
✅ Select multiple projects
🔄 Move them to a new stage
✏️ Edit properties in batches
📊 Export data for reporting
💡 Project Success Tips
Use clear names: Include the client name + project type (e.g. “Lopez Website Redesign”)
Set realistic deadlines: Build in buffers for revisions or delays
Update stages regularly: Keep status current for reporting and notifications
Write it down: Use the description and activity feed for key notes or decisions
Template smart: Once you’ve got a great project layout, save it as a template to reuse