Help centre / Deliver & get paid

Projects, milestones and Gantt

Plan and track delivery once work is won.

Available on Pro and Agency

What it is

Projects hold milestones, tasks, files, time and private costs, with a Gantt timeline and progress shown to clients in their portal.

When to use it

• A proposal is accepted.
• You need to schedule work and keep the client informed.

How to do it

1. Accepted proposals create a project automatically, or choose Projects → New project.
2. Add milestones with dates; view them on the Gantt chart.
3. Log expenses and time — these feed your profit and forecasts but stay private.
4. Post client updates; they appear in the client portal.

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