Each project in Dubsado is organized into different sections that help you manage client communication, invoices, scheduling, and more.

Each project is organized into seven tabs located at the top of the page. Clicking a tab header will take you to that specific section of the project.

Every project has the same tabs:

Clicking a tab header will take you to that specific section of the project.

The Details tab displays all essential information about the project. It can be viewed in full screen, or it can be collapsed as a sidebar. It can even be hidden completely so you can maximize your workspace.

No matter your preference, the system will use the view mode (expanded or collapsed) the next time you reenter a project.

At the top of this section, you can click the project title to edit the title. You can also click the banner or icon to set a custom banner and icon for the project.

The three dots icon at the top of the Details tab allows you to archive or delete the project.

Within the project info column, you can view and update the following details:

Click the Project info header to collapse or expand this section.

Below Project info, the client's info is displayed. Client details can include:

Click the Client info header to collapse or expand this section.

Next, the client portal information is displayed. Click the Portal header to collapse or expand this section.

At the bottom of the details sidebar or on the right side of the full page view, use the Activity section to view all actions that have taken place within this project.

Each action is recorded with the time and date the action occurred, as well as the teammate who completed the action.

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

The Inbox, Sent, Archived, and Unread messages 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 even reassign existing email threads to different projects from this tab.

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 also 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 workflow template to apply and manage any workflows that are currently running. Workflows 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 great 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.