Create your first project

Group a client’s work in one place before you send documents.

1
Open Projects
Go to Projects and choose Create project.
2
Choose the client
Select the client this work belongs to, then give the project a clear name.
3
Save the project
Save it. You can now add quotes, contracts, invoices, tasks and other tools to that project.
4
Keep work together
Open the project whenever you need the related documents and activity for that job.

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