Projects can be helpful when you have multiple orders for the same event, either from multiple clients or the same client. An example would be an annual festival event where you have clients with orders related to that event. Using projects can help keep your orders organized and help you reference them more easily for events that occur annually.
To create a Projects, you'll first click on Projects in your navigation menu. Once you click on Projects, you'll be taken to your Projects list.
To create a new project, you'll click on the green Add New Project button.
Once you click Add New Project, a window will pop up where you'll create a title for your new project. Then you'll click the green Confirm button to create your project.
After your project is created, you'll be navigated back to your project list. From here, you'll see your newly created project listed. At the end of the row, you'll have some action icons.
Clicking the green plus sign icon will take you to create a new transaction connected to this project.
Note: You'll also be able to add existing or future transaction to the project when creating or editing a transaction under the Additional Details section. When you click in the projects field, a drop down will show with a list of projects you've created.
If you click on the eye icon, it will take you to view the project where you can email, edit, or print the project; or add a new or existing transaction with the green Add Transaction button. From this view screen, you'll find any transactions currently connected to the project.
If you click on the pencil icon, the window where you are able to edit the title of the project will popup and you'll be able to make any necessary changes to your project.
Finally, clicking the trash can icon will delete the transaction entirely. When you click on the trash can icon, a window will popup requiring you to confirm you would like to delete the project as this action is irreversible.
Note: you can also create new projects while editing or creating a transaction similarly to how you can add a project to an existing or new transaction. To create a project from the transaction, click in the field titled Projects under the Additional Details section and type a title for your new project. If the project does not already exist, you'll be given the option to Add this new project with the title bolded.
If you have any questions about creating or managing projects, please reach out to our team.