What a project is
A project represents a specific job or engagement. It holds the scope, the documents, the tasks and the money for that work. Every document belongs to a project, and every project belongs to a client.
Is the work already in progress?
If you are already halfway through this job, do not create it here. Use Bring in your projects instead, which records what was agreed, what was already paid and which stages are done. Read Bring in work you already have.
The form below is for new opportunities.
How to create one
You can start from three places:
Projects, with the New Project button
A client, creating the project straight from their screen
While creating a document, if the project does not exist yet
In all cases you answer the same two questions, who it is for and what the work is:
Name the project, for example "Brand Identity 2026".
Link a client, existing or new, in the same flow.
Pick the Base Service that matches the work.
Choose whether it is fixed price or recurring, and save.
The project is created in Pipeline, since it is still an opportunity.
Why the Base Service matters
The Base Service is what powers the project. It brings the price, the deliverables, the delivery milestones and the task list, and it structures the documents you create. The more accurately it reflects your work, the less you edit afterwards. If your services still carry benchmark numbers, run Refine first.
Scope, deliverables and milestones come next
Creating a project is deliberately short. The scope is decided on the project screen, which is where you switch optional deliverables on, add a deliverable that only exists for this job, and rename, reorder, add or remove delivery milestones and the tasks inside them.
What a project holds
Name, description and deadline
Its client and its Base Service
The scope: included deliverables and the add-ons you sold
Delivery milestones and tasks, loaded when the project is activated
Its own currency, which locks once a document is issued or a payment is received
Every document created for it, and the money attached to them
Project states
Projects move through Pipeline, Active, On Hold, Completed and Archived. A new project starts in Pipeline and becomes Active when you activate it, or on its own when you register the first payment. Read Understanding project states.
Can one client have several projects?
Yes, as many as you need. They all appear together on the client screen, and on their client portal.
Next step
With the project set up, you are ready to create the document. Read Create your first Document.