Managing Projects

Creating a New Project

1. Go to Projects > All Projects
2. Click + New Project
3. Fill in the project details:
   • Project Name — A descriptive name
   • Client — Select from your customers
   • Start Date and End Date
   • Budget — Estimated project budget
   • Status — Usually starts as "Planning" or "Active"
4. Click Create

Editing a Project

1. Open the project from the project list
2. Click Edit or click directly on any field to modify
3. Update the required details
4. Click Save

Project Details

Each project page includes:

• Overview — Key project information and KPIs
• Tasks — All tasks within the project
• Documents — Attached files and documents
• Team — Assigned members
• Budget — Cost tracking and billing