Purpose
Projects organize delivery after the sale. They help staff manage milestones, tasks, files, discussions, activity, and linked financial records.
How to use it
- Create a project once work is approved or scheduled.
- Break the work into milestones or task groups.
- Store project files and discussions in the project record.
- Use project visibility to coordinate internal and client-side work.
Best practice
Keep project communication and files attached to the project so the delivery history stays searchable and shared.