A project represents a job. It gives you one place to organise the actions, dates and related records needed to complete that work.
Projects hold the job together
Create a project for a specific assignment, such as a wedding, family session, commercial campaign or school photo day. Connect the relevant people and add only the working information that belongs with that job.
Tasks record actions
A task is something that needs to be done. Examples include preparing a quote, confirming a location, editing files or checking an album approval.
A task can be connected with a project, contact or client where relevant. General studio work can also exist without a client project.
Events reserve time
An event is a scheduled activity with a date and time. Examples include a consultation, photography session or album-planning meeting. Add the location and participants you need, then use the Calendar to check commitments.
Use each record for its purpose
- Do not create a project for every small reminder.
- Do not hide an important deadline only inside a note.
- Do not use a task as the only record of a scheduled client appointment.
- Do not make a simple project complicated simply because more fields are available.
Start with one real job
Follow How to create your first project, then add more detail only as it helps you see what is complete and what needs to happen next.
