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Managing Projects

Projects bring together tasks, team members, files, and billing into one workspace. Use projects to plan work, track progress, and deliver on time.

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Creating a project

1. Go to Projects
2. Click Add Project
3. Fill in the project details:

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Project types

Retainer projects can have a frequency rule for generating recurring tasks and billing periods.

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Project sections

Organize tasks within a project using sections. Sections act like columns in a kanban board.

1. Open a project
2. Click Add Section
3. Name the section (e.g., “To Do”, “In Progress”, “Done”)
4. Drag tasks between sections

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Project team

Assign team members to a project:

1. Open the project
2. Go to Team settings
3. Add members as leads or assignees

Project leads have oversight responsibility, while assignees are responsible for task execution.

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Project files

Attach documents and files to a project:

1. Open the project
2. Go to the Files tab
3. Upload files or link existing documents

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Project billing

Link invoices and quotations to projects to track billing:

• Create invoices from the project’s billing tab
• Link existing quotations to the project
• Track revenue per project

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Project profiles (templates)

Save project configurations as profiles for reuse:

1. Go to Projects > Profiles
2. Create a profile with default tasks, sections, and settings
3. When creating a new project, select a profile to pre-populate

Profiles are especially useful for recurring project types where the structure stays the same.

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Recurring project creation

Set up profiles to automatically create projects on a schedule:

1. Edit a project profile
2. Enable Recurring
3. Set the start date, end date, and frequency
4. Heffl automatically creates new projects based on the schedule

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Archiving projects

When a project is complete:

1. Open the project
2. Change the status to Archived
3. The project is hidden from the active list but remains accessible

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FAQ