WillowSpace Projects
Help and support with the projects features.How to Send a Personalized Onboarding Email to Clients
Set up an Email Template to make onboarding automation smooth and less panicky in WillowSpace.
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Updated 8 months ago
How Clients View Projects in Their Portal
See what clients see when it comes to project details in their client portal
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Updated 10 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
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Updated 10 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.
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Updated 10 months ago
Managing Multiple Projects for One Client
How to use the projects section to manage multiple client projects at once
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Updated 10 months ago
How to Use Project Milestones in WillowSpace
Setting up and using project milestones in WillowSpace to track your processes and progress
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Updated 10 months ago
Adding New Tasks to Your Projects
How to add and track tasks in WillowSpace
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Updated 10 months ago
Starting a New Project in WillowSpace
How to start a new client project
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Updated 6 months ago
Milestones vs. tasks
What's the difference between milestones and tasks?
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Updated 10 months ago