Create a project for a real job so you can see how its people, tasks, dates and related records work together.
Create the project
- Open Client Management and select Projects.
- Choose Create Project.
- Enter a useful project name.
- Add the relevant start and due dates where they help.
- Save the project.
Connect the people
Add the appropriate contact and, when useful, client. If several contacts are involved, identify the primary contact for the job.
Add the next task
Create one clear task, such as preparing a quote or confirming the session location. Add a date when the action has a real deadline and connect it with the right person or project.
Add a quote or invoice
Use the project’s financial area to create or connect the required quote or invoice. Check the customer, items, dates, tax and payment settings before sending it.
Add a scheduled event
Create an event for a consultation, photography session or another time-specific commitment. Enter the date, time, duration and location, then confirm it appears correctly in the Calendar.
Connect the delivery
As the job progresses, connect its gallery, album, contract, assets and useful external links. Avoid adding unrelated records merely to make the project look complete.
Review what happens next
Return to the project and identify the next unfinished action. That habit is more valuable than filling every available field on the first day.
