Managing Multiple Projects for One Client

How to use the projects section to manage multiple client projects at once
Written by Team WillowSpace
Updated 10 months ago

WillowSpace lets you create multiple projects for the same client, which is helpful in a variety of scenarios. Here are a few examples:

Big projects + ongoing support
For example, if you’re doing a full branding project followed by monthly support, you can create one project for the branding scope and a second for the ongoing tasks.

Complex work with many parts
If a project is very intricate, you might prefer to break it into separate projects rather than using milestones within one.

Clients with multiple businesses
If a client runs more than one business, it’s often clearer to create a separate project for each one.

Best Practices for Clarity

- Use milestones to divide phases within a single project whenever possible.
- Mark projects as complete when they’re finished to keep the client portal clean.
- When a client returns for new work, simply start a new project.

Keeping things tidy ensures a smoother experience for both you and your clients.

Did this answer your question?