Create your first project

A project is a unit of work for one client: a spring cleanup, a bathroom remodel, a weekly mowing contract. Projects collect the tasks, quotes, and invoices for that job so you can see its whole story in one place.

1. Go to Projects and click Create Project.
2. Pick the Client. If the client has more than one property, choose which one this job is for.
3. Give the project a title, and a description if it helps.
4. Choose One-off for a single job or Recurring for work that repeats on a schedule.
5. Set the start date, and an end date if you know it.
6. Assign the teammates who will do the work, then create the project.

Projects move through four statuses: Planned, In Progress, Completed, and Cancelled. On the board view, drag a project between columns to update its status as the job moves along.

Open the project and use Add Task to break the job into scheduled steps. Each task gets a date, an optional time window, and an assignee. Tasks roll up to the project and also appear on the shared Tasks page and calendar.