Projects & Clients

Clients

Under Client Projects › Clients, add each client with:

The list shows each client's project count, and totals for all clients, active partners and prospective leads. You can send a client an update straight from their row.

The project board

Active Projects shows your work as a board with five columns: Leads & Proposals, Planning & Setup, Active Works, Paused / Blocker and Completed Tasks. Drag cards between columns as work moves on, or switch to the table view to see budget, progress and deadline side by side. Totals at the top show all projects, active projects, pending leads and total value.

Create a project

1. Add the basics

   Project title, description, the client, status (Lead, Planning, Active, Paused, Completed or Cancelled), budget and deadline.

2. Plan milestones

   Add milestones such as “Phase 1: Wireframes & UX”, each with a description, a payout amount and a due date. Add tasks under each milestone.

3. Or let AI plan it

   The AI Project Roadmap Generator takes a description of what needs building and a budget, and drafts milestones and tasks you can review before saving.

4. Write the proposal

   Under Project Scope & Contract Proposal, generate a statement of work with AI, then edit it (it's Markdown).

5. Hand off deliverables

   Add handoff assets as they're ready: an external link, code repository, design file, documentation or live deploy URL.

Share progress with the client

Each project has a live share link. Copy it and send it to your client. They see the project's status page with progress, the proposal and deliverables, and the updates you post on the project board. It saves a lot of “how is it going?” emails.