Each project in Dubsado is organized into different sections that help you manage client communication, invoices, scheduling, and more. This article covers how to navigate within a project and customize its appearance.

Each project is organized into eight tabs:

Click a tab header to navigate to that specific section of the project.

The Overview tab is the project's home base. It brings the project's key properties, its financial totals, and anything waiting on you together on a single page.

The properties bar sits directly beneath the project title and holds the fields you change most often. Click any of them to edit it inline.

The Financial overview section gives you four figures for the project:

The Action items section collects everything on the project that needs your attention: contracts waiting to be countersigned, flow actions awaiting approval, a project date your client has proposed, and overdue tasks. Dubsado also surfaces optional suggestions here, such as a nudge about an overdue payment or a prompt to archive a finished project.

Use the section's options menu to switch between Show suggestions and Hide suggestions. When nothing needs your attention, the section reads You're all caught up.

The Client updates section shows recent client activity on the project. Before your client has done anything, it reads No updates yet.

The This week section lists the project's upcoming calendar events, grouped by day with today first.

The Messages tab allows you to manage all email communication related to the project.

The Inbox, Sent, Archived, and Unread message views make it easy to keep track of client conversations. You can search for specific emails using the search bar, filter emails by date, compose and send emails, or reassign existing email threads to different projects.

The Invoicing tab allows you to handle all financial aspects of the project.

You can create new invoices, add payment plans, and view or record payments as they are received. If you need to track expenses or create recurring invoices, you can manage those within this section as well.

The Tasks tab helps you keep track of project-related to-dos.

Here, you can add individual tasks to organize and plan your work. Tasks can be filtered by due date, assignee, or progress, making it easy to see what needs to be completed.

The Events tab allows you to manage project-specific events and all appointments related to the project.

From here, you can send appointment scheduling requests using your existing scheduler templates, book an appointment on behalf of the client, view and manage scheduled appointments, or create internal events that aren't client-facing.

The Forms tab is where you can manage all forms related to the project.

You can add existing form templates, send forms directly to your clients, and customize forms within the project. Additionally, this section allows you to create brand-new forms from scratch, upload PDFs, and track the status of forms that have already been applied to the project.

The Flows tab is where you can apply and manage automation for your project.

You can select a flow template to apply and manage any flows that are currently running. Flows allow you to automate processes such as sending emails, applying tags, and moving projects through different project statuses.

The Notes tab allows you to store important details related to the project.

This tab is useful for recording general notes for internal reference, or for creating call log notes to keep track of client conversations. Notes in this section remain within the project for future reference.

Several project tabs provide direct access to your template library, allowing you to view and edit templates without leaving the project.

The following tabs include template access:

These sections are always displayed under a Templates header within each tab.

The details panel holds the project's full record, and it stays available from every tab so you can reference the project's information wherever you are working.

There are three ways to open and close it:

Use the panel's Display control to move it to either side of the content area, or to hide fields that are empty.

The panel is organized into four cards. Click a card's header to collapse or expand it.

The Project info card holds the project's core details:

This card is headed by the contact's name and holds their details, including email address, phone number, company, address, and any custom contact fields.

Click Go to profile to open the contact's full record, or Edit to update their information.

The Portal card manages the client portal for this project. Its header shows whether the portal is On, alongside Share and Turn off. Within the card you can:

The Activity log card records the actions taken on the project. Each entry shows what happened, when it happened, and who did it. Your own actions are attributed to You and a teammate's actions show their name.

Anything handled automatically shows the flow that did it, such as "The flow Client Onboarding sent the email." If the flow has since been deleted, the entry reads A flow instead.

Click View all at the top of the Activity log card to open the full history.

Click the options menu (vertical three dots) beside the project name to reach the actions that apply to the whole project, along with its appearance settings.

You can personalize each project's icon and color theme. These options are purely aesthetic and help you visually differentiate between projects at a glance.

Select Change project icon to open the picker, which has three tabs:

Select Change project theme to set the project's color from a grid of presets.

You can reach both without opening the options menu. Click the project's icon to open the picker directly, or hover over the project banner to reveal a Change project theme button. The icon can also be customized from the main Projects page by clicking the icon next to any project.

The options menu also holds Archive and Delete. On a project that is already archived, the Archive option reads Restore instead.

The menu's Action items entry opens the same list of outstanding items shown on the Overview tab.

Yes. The details panel stays open alongside the other tabs, so you can reference the project's information while working in Messages, Invoicing, Forms, or anywhere else in the project. Use View details to open or close it from any tab, or press I.

Yes. The icon and theme you apply to a project are visible to all teammates who have access to that project. These customizations are saved to the project itself, not to your personal view.

Click the options menu (vertical three dots) beside the project name, then select Archive or Delete. To restore a project you have already archived, open the same menu and select Restore.

For more information about archiving and deleting projects, see The Projects page.