Managing Multiple Projects for One Client

How to use the projects section to manage multiple client projects at once
Written by Team WillowSpace
Updated 1 week 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.

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