Open the right workspace
Use the project or case list for the kind of work you created. Search or filter current, completed and archived work before creating a duplicate. Open the record to work with its configured stages, tasks, fields, people and documents. The available controls depend on its template and your permissions.
Coordinate delivery
Set the relevant owners and due dates, update tasks, fill in the record's data tables and keep discussions with the work. Review the record's member list when responsibilities change. A change to the reusable template does not rewrite the snapshot already held by existing work.
Handle files deliberately
Upload documents into the intended category and review its visibility. For project documents, uploading the same filename into the same category creates a new version. PDF and image previews are supported; other document types are downloaded.
The project ZIP download contains only accessible files and is bounded by the release's limits. It is an export, not a complete database or installation backup. Files downloaded onto a person's device remain separate copies.
Share and complete
Check the client view before sharing: clients see only the permitted shared stages, tasks, tables and file categories in their assigned projects. Required stages, tasks and document categories must be satisfied before completion where the template enforces them.
Delivery status is separate from project completion; completed work is not automatically accepted. Archive finished records to remove them from current views while retaining their history. Use the archive filters to find them later.