Add a new project

  1. From the Projects menu, tap NEW PROJECT.
  2. Start typing your client’s name in the Find or create a contact field.
  3. Either:
    • Select a contact from your list.
    • Tap ADD NEW, complete the fields, then tap the checkmark icon to add a new contact.
  4. Give the project a name.
  5. (Optional) Tap Deadline to select a date.
  6. (Optional) Tap Total estimate to add the project's estimated sale price.
  7. Tap the checkmark icon.

Edit a project

  1. Tap the name of the project you want to edit.
  2. Tap the menu icon, then tap Edit.
  3. Make your changes.
  4. Tap the checkmark icon.