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Manage Your Projects
Manage Your Projects
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31 articles in this collection
Written by
Cole Mackin
and
Joseph Gallego
Adding Floor Plans to your Project
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Written by
Joseph Gallego
Updated over a week ago
Copying a design board to another project
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Written by
Joseph Gallego
Updated over a week ago
Creating multiple design boards in a project
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Written by
Joseph Gallego
Updated over a week ago
Duplicate design boards in a project
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Written by
Joseph Gallego
Updated over a week ago
Deleting a Project
Removing projects from your DesignFiles account
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Written by
Joseph Gallego
Updated over a week ago
Attaching Project Files (Documents, Invoices, etc.)
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Written by
Joseph Gallego
Updated over a week ago
Changing the design board title or project name
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Written by
Joseph Gallego
Updated over a week ago
Deleting a design board from a project
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Written by
Joseph Gallego
Updated over a week ago
Re-order design boards in the project
Changing the order of your design boards within your project
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Written by
Joseph Gallego
Updated over a week ago
Control exactly which product details your client sees
Written by
Cole Mackin
Updated over a week ago
Create your first project
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Written by
Joseph Gallego
Updated over a week ago
How do I remove a client from a project?
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Written by
Joseph Gallego
Updated over a week ago
Allow clients to approve & reject products (for purchase)
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Written by
Joseph Gallego
Updated over a week ago
Export Project Products to CSV
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Written by
Joseph Gallego
Updated over a week ago
Update Product Pricing from the Design Boards page
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Written by
Joseph Gallego
Updated over a week ago
Commenting on a product
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Written by
Joseph Gallego
Updated over a week ago
Re-order products in the product list
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Written by
Joseph Gallego
Updated over a week ago
Updating Product Status
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Written by
Joseph Gallego
Updated over a week ago
How can my client select multiple rooms when filling out the Questionnaire?
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Written by
Joseph Gallego
Updated over a week ago
Accessing the Project Activity Logs
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Written by
Joseph Gallego
Updated over a week ago
How to Add Project Notes, Checklist, To-do Lists
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Written by
Joseph Gallego
Updated over a week ago
Accepting project requests
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Written by
Joseph Gallego
Updated over a week ago
Archiving Projects
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Written by
Joseph Gallego
Updated over a week ago
How to View/Restore Archived Projects
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Written by
Joseph Gallego
Updated over a week ago
How to view new project requests
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Written by
Joseph Gallego
Updated over a week ago
Managing Contracts
Creating Project Contracts
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Written by
Joseph Gallego
Updated over a week ago
Adding Contract Terms and Clauses as Presets
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Written by
Joseph Gallego
Updated over a week ago
How to Edit Project Contracts
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Written by
Joseph Gallego
Updated over a week ago
Sending/Resending Project Contracts
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Written by
Joseph Gallego
Updated over a week ago
How to View Project Contracts
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Written by
Joseph Gallego
Updated over a week ago
How to Delete Project Contracts
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Written by
Joseph Gallego
Updated over a week ago