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“DEMO” project data has been included to show how this works — delete these and add your own!
You may also need to update the service options to suit your business — do this by editing the Service property in the Client projects database. Each project only has one service for reporting purposes, intended to indicate the main service type for each project (if you change this setting to allow multiple service types on each job, you will need to consider the reporting implications, ie. so project income isn’t counted twice)
When you need to focus on single client project, head to the project detail page for an overview of its status, dates, and subtasks. This is a great place to include a linked view of the client tasks timeline, showing only tasks for this project. If you have any other project files, style guides, or relevant links, you can include them here too!
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This section contains three connected databases: : A detailed breakdown of every task under your current client projects : Tracks past, current and potential client projects : A contact list for past, current and prospective clients
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On this page
Other pages
The Organised Creative dashboard
Client projects & tasks — you are here!
Quick actions
External links
📺 YouTube
📱 TikTok
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Replace with links relevant to you
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