Dubsado

Trevor

Projects

The Projects page

Creating projects

Navigation within a project

Set a date for your project so Dubsado can put it on your calendar and time your automations around it.

Set a project date

Start a new project and learn your way around the Projects page and the tools inside each project.

Creating and navigating projects

Project statuses

Project tags

Action items and suggestions

Export your projects to a CSV file with project details, invoice totals, client information, and custom fields.

Exporting project data

What archiving and deleting a project do differently, and how to do each one.

Archive or delete a project

Keep projects organized with statuses and tags, act on suggestions, export your data, and archive or delete projects you no longer need.

Managing projects

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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