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Projects

Projects overview

See what belongs in a project and what clients can see.


A project brings the work for one job into one place. For example, your website redesign project can hold its plan, assigned tasks, files, and updates.

What you can do in a project

  • Plan dates and milestones, the checkpoints your team works toward.
  • Assign action items so each task has an owner.
  • Keep notes, files, and updates with the work they describe.
  • Choose whether the client can see the project in Portal. You can share individual files separately.

You can create a project without a client for work that stays within your team.

Next steps