📁 How to Create a Project

Projects help you organize and group orders—making it easier to manage reporting, billing, and client activity over time.

🛠️ Create a New Project

  1. Go to the Projects tab in your sidebar.

  2. Click Create Project.

    Fill out the following fields:

    • Project Name – Give your project a clear, recognizable title.
    • Billing Contact Email – Who should receive invoices or billing-related comms?
    • Customer – Choose the client this project is tied to.
  3. Click Save to create the project.

✅ Why Use Projects?

Projects make it easier to:

  • Group related orders (by event, region, or campaign)
  • Run reports by client or initiative
  • Route billing details to the right contacts
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