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Create your first Project

Projects are how you organize your work inside TCB. Learn how to create one and link it to a client.

Written by Yann Rainer
Updated today

What is a Project?

A Project in TCB represents a specific job or engagement with a client. It holds all the documents you generate for that work — proposals, contracts, reports, and more.

How to create a Project

  1. Open the Client you want to add a project to.

  2. Click New Project.

  3. Give the project a name (e.g. "Brand Identity 2025").

  4. Select the Service Type that matches the work (e.g. Branding, Social Media).

  5. Click Save.

What information does a Project hold?

  • Project name and description

  • Associated Service Type

  • All documents created for that project

  • Deadlines and scope notes (optional)

Can I have multiple projects per client?

Yes. Each client can have as many projects as you need. This keeps your documents organized and makes it easy to find everything related to a specific job.

Next step

With your project created, you're ready to generate your first document. Read Create your first Document (quickstart) to continue.

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