Projects Overview

Updated on February 19, 2026

Managing your projects is very easy and intuitive. The place to start is the Project List Page.

You access this page via the main menu:

:: Main Menu > Projects

In Projects Overview

Create Projects
Project Management
Views (List, Card)
Project Cover Images
Custom Fields
Project Settings
Project Automation

Next

Invoices
Expenses
Email Settings
Accepting Payments
Tickets & Knowledge Base

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