Projects

Projects, tasks, timesheets, billing and project profitability.

4 lessons available · 3 more on the way

Overview

Projects is for work you do for a client over time. Each project has a client, a manager, a team and a deadline. You break it into tasks, log the hours people spend, and bill the time or the milestones. Profitability shows what each project earns against what it costs.

Project → Tasks → Timesheets → Bill time or milestones → Profitability

Feature	Where	What it is
Project board	Projects › Projects	Every project as a card in a column for its stage, or as a list.
New project	Projects › New Project	Start a project: client, service, manager, team and dates.
Tasks	Inside a project	A board of tasks with assignee, priority and deadline.
Timesheets	Inside a task	Hours worked, by person and day, billable or not.
Time & Materials	Inside a project	Unbilled hours and their value, with a Bill Time button.
Milestones	Inside a project	Amounts you bill when a stage of the work is reached.
Profitability	Projects › Reports › Profitability	Hours, revenue, cost, margin and amount to invoice for every project.
Project Stages, Task Stages	Projects › Configuration	The columns of the project board and of the task boards.
Teams	Projects › Configuration › Teams	Groups of employees who deliver the work.
Service Rules	Projects › Configuration › Service Rules	What a confirmed sales order creates for each service: a project, a task, or nothing.

Tasks in Projects

Projects and tasks

Create a project and add tasks Start a client project, then break the work into tasks you can assign and track. 7 steps1:18 video

Time and billing

Log timesheets Record the hours worked on a task so you can bill the client and see what the job really costs. 6 steps0:59 video

Configuration

Set up project and task stages Choose the columns your project board and your task boards use, and which column means finished. 6 steps0:46 video

Reports

See what a project earned (project profitability) See what each project earns, what it costs in staff time, and what is still waiting to be invoiced. 5 steps0:40 video

Coming soon

These lessons are being written and recorded.

Create projects automatically from a sales order
Bill time and materials
Bill a milestone