How to create a project and track its progress

Projects let you group work, deadlines, and contacts in one place.

1. In the sidebar, click Projects → Add New Project.
2. Give the project a clear name (e.g. “Smith Kitchen Remodel” — not “Project 47”).
3. Set a Start Date and Due Date.
4. Pick a Status: Planning / In Progress / On Hold / Complete.
5. Link the relevant Contact and Business from the dropdowns.
6. Add a description of the scope in the main editor.
7. Click Save Project.

Once saved, you can add tasks, attach files, and log notes from the project’s detail page. The dashboard will show you all active projects at a glance.