A project is one job for one client: a wedding, a portrait session, a brand shoot. It follows the job from the first message to the final delivery, and it keeps everything about it in one place: the client, the date, the tasks, the quotes, the contracts and the invoices.

This guide shows you how to create your first project, how to move it forward and where to find everything once it's open.

Before you start: stage and status

Every project has two labels. They sound similar, but they answer different questions:

Stage — where is the job now? For example Lead, Production, Post-production, Completed. It changes many times as you work.
Status — how did it end? Open while you're working on it, then Won or Lost.

You'll move the stage often. You'll change the status only when the job is confirmed or falls through.

Create your first project

The quickest way is the guided New job flow. It asks one question at a time, and nothing is saved until you press Create project.

Go to Today (the first icon in the left bar) and click + New project.
Who is this job for? Type the client's name. If they're already in your clients, pick them from the list. If they're new, choose Create “name” and add their email (you'll need it to send quotes and contracts).
What kind of job is it? Pick a type, like Wedding or Portrait, or write your own.
When? and Where? Add the date and the place if you know them. If you don't, press Skip: you can add them later.
Check the summary, change the name if you like, then press Create project.
Where do we start? Choose the first document: a quote, a contract, a questionnaire, an invoice or a timeline. The suggested one is marked Recommended. Not ready yet? Close the window and come back later.

Tip: the New project button on the Projects page opens the full form instead, with every field on one page. Use it when you already have all the details.

See all your projects

Open Projects from the left bar. At the top you can switch between three views of the same list:

Table — a row per project. Best when you have many projects and want to sort or compare them.
Kanban — a column per stage, a card per project. Best to see your pipeline at a glance.
Calendar — projects on their dates. Best to plan your weeks.

Use the search box to find a project or a client by name, and Filters to show only some projects (for example only weddings, or only the ones that came from Instagram). The app remembers the view you used last.

Move a project to the next stage

When something happens (the client books, the shoot is done, the photos are delivered) move the project to the next stage. In the Kanban view:

Click and hold the project's card.
Drag it to the next column. A dashed space shows where it will land.
Let go. The project now sits in the new stage, and the counts at the top of the columns update.

Keeping stages up to date is what makes the rest of the app useful: your Today page, your reminders and your analytics all read from them.

Open a project

Click a project (a row in the table or a card in the board) to open its project sheet. This is the home of the job. From top to bottom you'll find:

Cover, name and status. Click the name to rename the project.
The stage line. The stages from left to right, with a dot on the current one. Click another stage to move the project there, without going back to the board.
The key facts: client, event date, location, source, type. Click one to change it.
The money: what you quoted, what you collected and what's still outstanding.
Next move: a suggestion of what to do now, like “Create quote” or “Send contract for signature”, with a button that takes you there.

Keep everything about the job in one place

Further down the sheet, everything for this job is connected to it:

Journey — the quotes, contracts, invoices and questionnaires of this project, in order, with their state (draft, sent, accepted, signed, paid…).
Tasks and sessions — your checklist for the job and the separate shoot days. See Tasks & Sessions.
Notes — short internal notes only you can see: “what changed” and “what's next”.
Files — references, PDFs and previews you want to keep with the job.

To create a document, use the + next to it in the Journey, or the Next move button. The guides for Quotes, Contracts and Payments explain each one.

When a job ends

Won — the client confirmed. Keep moving the stages until Completed.
Lost — the client didn't book. Lost projects move to their own page, so your list stays clean, and they still count in your analytics.
Archived — put away a project you don't need to see any more. You can restore it from the Archived page whenever you want.

Good habits

Always link a client. Quotes, contracts, invoices and the client portal all need one.
Move the stage the same day something happens. It takes two seconds and keeps your Today page honest.
Use the same project types and sources every time. Your filters and analytics will thank you.
Follow the Next move. If you don't know what to do with a job, the sheet tells you.