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How to Create Project Page

Last updated: 2025-04-17
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Construction Project Management
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What is the Project Page

Project Page is a central place where you store all project-related information and documents. It consists of multiple sections and views that allow you to organize, display, and edit project details.

Key Sections of a Project Page

  • Details – Displays key project information, such as name, description, and deadlines.
  • Attachments – Stores all project-related documents, organized into folders for easy access.
  • Connections – Links related records, such as customers, contracts, or associated products.
  • Calendar – Provides a project-specific calendar to track important dates and milestones.
  • Meeting Notes (Logbook) – Records all meetings, discussions, and activities related to the project.
  • Tasks – Lists all tasks associated with the project, ensuring accountability and progress tracking.
  • Notes – Allows users to add and view notes related to the project.
  • Activity Plans – Includes checklists of required activities or scheduled actions to help track progress and ensure completion.

How to Create a Project Page

  1. Go to Project Management
  2. In Project Management, you'll see a "+ Add Project" or "+ Add Job" button.
  3. Enter the required details, such as the project name.
  4. Save it - the project will be created, and after clicking on it, you can add more information and documents.

Step 1: Decide Who Should See the Project Page

  • By default, all your project managers see all projects.
  • You can restrict and specify who sees which projects, see how.

Step 2: Add Details to the Project

  1. Go through each detail and attachment and add information according to your company's practices.

Step 3: Connect the Project Team to the Project

  1. Define the project team.
  2. Set responsibilities according to your needs.

Step 4: Share the Project Page with Your Vendors

  1. You can share your project with external workers, such as vendors or technicians.
  2. In the right sidebar of the project, in the menu, there is a Sharing option.
  3. Open the sharing window, follow the instructions here.
  4. This will share the project page with your external members.
  5. They will see it and be able to do what is set up and allowed by your administrator.