Not everything fits into a single appointment. Projects group related tasks together — a renovation, an onboarding, a multi-visit job — so your team can track progress from start to finish.
Step 1 — Open Projects
In the sidebar, expand Operations and open Projects. The list shows every project with its status and completion progress.
Step 2 — Create a project and add tasks
Click New Project, name it, and link it to a client if relevant. Add tasks underneath it, each with an assignee and a due date.
Step 3 — Track progress in the report
Open the projects report to see overdue tasks, workload per staff member, and overall project completion across your business.
