The Projects page in Dubsado serves as your central command center for managing all client work from initial lead through project completion. Here you can view, manage, and filter your projects, allowing you to stay organized and efficient in your business operations.

The Projects page displays all of your projects, organized by their current project status. You can think of a project as a digital file folder that stores all the information related to a specific job or service for one client.

Each project is linked to one client, but a single client can have multiple projects.

To access the Projects page, click on the Projects icon in the left-hand navigation bar.

The Projects page offers multiple viewing contexts:

Projects are organized with 4 quick filter tabs at the top left of the page:

Click a category at the top of the Projects page to view the projects within that category. Or, click All in the top left corner of the page to display projects from all statuses in one consolidated view.

You can edit certain project properties directly from the main Projects page without opening the project. Simply hover your mouse over a property on a project card, and if it can be edited in-line, a small popup will appear letting you know you can click to edit.

Properties that can be edited in-line include:

This feature allows you to quickly update project information without leaving the Projects page view.

The Projects page offers two primary view modes that you can switch between based on your workflow preferences: Board view and Table view.

Change your selected view mode by clicking the Display button on the right side of the page.

The default Board view displays projects as cards organized in columns by group, where you can scroll from left to right to view additional groups.

Each project card can display:

You can click anywhere on a project's card to immediately access that project.

In Board view, you can drag and drop projects between groups. You can:

To move a project:

The Table view displays projects in a traditional spreadsheet format with sortable columns:

When using the Table view, you can click on a group header to collapse and hide that group. Clicking the header again expands the contents of that group.

Click the Display settings icon (three horizontal lines) on the right side to customize how information is displayed.

At the top of the display settings area, you can choose between Board view and Table view.

Choose how to organize your current view:

The Show empty groups toggle allows you to display/hide groups or rows with no projects.

The Show labels toggle allows you to display field labels for each displayed property on project cards (e.g., "Project title:", "Client name:", "Status:", "Contract:", etc.). Toggling this setting off removes the labels, and only that property's data is displayed.

The Show labels option is only available when using the Board view. When using Table view, the field labels are used to name each column and cannot be hidden unless that entire column is turned off in the Shown in table settings configuration.

Select which fields appear on project cards in Board view or which columns appear in Table view. Click the eye icon next to a field to display/hide the field, and you can drag and drop fields to reorganize the order in which they appear.

Underneath the quick filter tabs, you can use the Search bar, Sorting button, and Filter button to further refine the view of your projects.

These options only apply to the view you're currently using. For example, if you're currently viewing Leads and search for a project, the search will only return results found within your Leads.

Click All from the quick filtering options at the top of the page to view all projects if you want to search, sort, or filter all of your projects.

Click the magnifying glass icon to search for a project by:

Click the Sorting button to display projects in an ascending or descending order by:

Sorting your current view continues to display all projects in your current view, but simply reorganizes those projects by the chosen factor.

Click the Funnel icon to filter projects by:

Filtering your current view returns only projects that meet the chosen filter criteria.

Project statuses are customizable categories that reflect the different phases of your business flow. As your work with a project progresses, you can move that project from one status to another. This movement between statuses helps you track the progress of your projects and stay organized.

Project statuses in Dubsado are divided into two main categories:

Each business that uses Dubsado has a slightly different definition of Lead and Job project statuses, since each business is unique.

If you're unsure of where to begin, start by writing out your business process in bullet point format. This helps to identify different phases of your work – your project statuses!

Here are some common examples of project statuses:

Lead statuses:

Job statuses:

Click the Manage button in the top navigation to create, edit, or delete project statuses.

The Project Statuses tab allows you to customize the project status options within Leads and Jobs.

Within your existing Lead and Jobs statuses, you can drag and drop the statuses to reorganize the order in which they appear.

You can also click the pencil icon to edit a status's name, or click the trashcan icon to delete a status entirely.

Once you've set up your project statuses, you can:

While project statuses help you keep track of your business phases, project tags help you differentiate between projects.

You can create as many project tags as you like. Many users create project tags that correlate with the different services they offer, while others might create tags to help differentiate new clients and returning clients.

Click the Manage button in the top navigation and then click the Tags tab. The Tags tab allows you to create and manage project tags for additional categorization and filtering.

When viewing your existing Tags, you can click the pencil icon to edit the name of an existing tag. You can also click the box icon to archive a tag, or click the trashcan icon to delete a tag entirely.

Tags can be applied during project creation, added manually to a project at any time, or added automatically via workflow.

Click the Manage button in the top navigation and then click the Custom Fields tab to manage custom project fields.

The Custom Fields tab allows you to enable or disable custom project fields as columns or properties in your project views. If you have existing custom project fields, you can toggle them on or off to control whether they appear on project cards in Board view or as columns in Table view.

From this tab, you'll also find a link that takes you to where you can set up and configure your custom project fields in your account settings. Custom fields allow you to track additional project or client-specific information beyond the standard fields provided by Dubsado.

Click the New Project button in the top right corner to create a new project.

Creating a project requires three essential pieces of information:

You can optionally click Add more details to include additional information such as project dates, tags, and internal notes. Project dates will automatically appear on your Dubsado calendar and can be referenced with smart fields or used to time actions in your workflows.

For more detailed information on creating projects and all available options, see the Creating projects article.

Click the Export CSV button in the top right to export project data.

The export will only include data for projects visible in your current view and filters, so ensure you're viewing the correct status before exporting.

The CSV export can include various categories of information including project details (title, status, dates, tags, sources), invoice information, client details (contact information, company details), and any custom mapped fields you've created for both clients and projects.

Great question! It's entirely up to you. Each business that uses Dubsado has a slightly different definition of a "Lead" and a "Job" project, since each business is different.

Archiving a project is useful when you're no longer actively working with a project but don't want to delete it from your Dubsado account. Projects can be archived or unarchived at any time.

When a project is archived:

In order to delete a project in Dubsado, check to see if any of these items exist within that project:

If your project contains any of these items, it can't be deleted. Make sure to remove any recorded payments if they exist, delete open invoices, and delete sub-agreements or the main contract from the project before proceeding with deletion.

Keep in mind that deletion is permanent, so if you think you might ever need to reference information within that project in the future, archiving the project might be the way to go.

When a project status is deleted, projects assigned to that status are automatically reassigned to Lead: No status or Job: No status, based on the type of status that you're deleting.

No, you cannot convert a Lead status to a Job status or vice versa. However, you can move projects from a Lead status to a Job status as they progress through your business flow.

No, you can create as many project statuses as needed to match your business workflow. However, for clarity and ease of use, we recommend keeping your status list streamlined and focused on your key business phases.

Archiving a tag won't remove that tag from any project where the tag is currently applied, and you can un-archive a tag at any time.

Deleting a tag will remove that tag from projects where that tag is currently applied, and deleted tags cannot be recovered.

Archiving tags can help you stay organized without removing the actual tag from projects where it's applied. For example, if you have a tag for a specific service you no longer offer, you might want to archive that tag so it doesn't clutter your active tags list, but you still want to keep that tag applied to past projects for reference and reporting purposes.

Workflows can be set up to automatically move projects between statuses by using a Change project status action. This option is great if you want Dubsado to help you stay organized automatically!