WillowSpace Projects
Help and support with the projects features.How Clients View Projects in Their Portal
See what clients see when it comes to project details in their client portal
Marking a Project as Complete vs. Archiving a Project
The difference between marking a project as complete and archiving a project in WillowSpace
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.
Managing Multiple Projects for One Client
How to use the projects section to manage multiple client projects at once
How to Use Project Milestones in WillowSpace
Setting up and using project milestones in WillowSpace to track your processes and progress
Adding New Tasks to Your Projects
How to add and track tasks in WillowSpace
Starting a New Project in WillowSpace
How to start a new client project
Milestones vs. tasks
What's the difference between milestones and tasks?