How to Send a Personalized Onboarding Email to Clients

Set up an Email Template to make onboarding automation smooth and less panicky in WillowSpace.

Written by Team WillowSpace
Updated 3 days ago

How Clients View Projects in Their Portal

See what clients see when it comes to project details in their client portal

Written by Team WillowSpace
Updated 2 months ago

Marking a Project as Complete vs. Archiving a Project

The difference between marking a project as complete and archiving a project in WillowSpace

Written by Team WillowSpace
Updated 2 months ago

How to use Project Add-ons to upsell to your clients

Create different add-ons and templates to showcase in your client portals to help upsell clients on new services.

Written by Team WillowSpace
Updated 2 months ago

Managing Multiple Projects for One Client

How to use the projects section to manage multiple client projects at once

Written by Team WillowSpace
Updated 2 months ago

How to Use Project Milestones in WillowSpace

Setting up and using project milestones in WillowSpace to track your processes and progress

Written by Team WillowSpace
Updated 2 months ago

Adding New Tasks to Your Projects

How to add and track tasks in WillowSpace

Written by Team WillowSpace
Updated 2 months ago

Starting a New Project in WillowSpace

How to start a new client project

Written by Team WillowSpace
Updated 2 months ago

Milestones vs. tasks

What's the difference between milestones and tasks?

Written by Team WillowSpace
Updated 2 months ago