What is a Project?
A Project in TCB represents a specific job or engagement. It holds all the documents and tasks you generate for that work — proposals, contracts, invoices, reports, and more. Every document in TCB must be linked to a Project, and every Project must be linked to a Client.
How to create a Project
You can create a Project from three different places:
Projects listing — click New Project from the Projects screen.
Client view — open a Client's detail screen and create a Project directly from there.
During document creation — when creating a new document, you can create a new Project on the spot if one doesn't exist yet.
In all cases, you will need to:
Give the project a name (e.g. "Brand Identity 2025").
Link it to a Client — select an existing one or create a new client in the same flow.
Select a Service Type that matches the work (e.g. Branding, Social Media).
Click Save.
Why the Service Type matters
The Service Type is what powers the project. It defines the scope of work, pre-populates document structures, and brings the right content blocks into your documents — so you are not filling everything from scratch every time. It also determines the task list that loads when you activate the project. The more accurately your Service Type reflects your work, the faster and more relevant your documents will be.
What information does a Project hold?
Project name and description
Linked Client
Associated Service Type
All documents created for that project
Project tasks (loaded on activation)
Financial data from invoices and proposals
Deadlines and scope notes (optional)
Project states
Every project goes through a lifecycle of states — Pipeline, Active, On Hold, Completed, or Archived. When you first create a project, it starts in Pipeline. You activate it manually when you are ready to start working.
Read Understanding project states for the full breakdown of what each state means, what features it unlocks, and how it affects your project limit.
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 set up, you are ready to generate your first document. Read Create your first Document to continue.