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Home›Studio Manager (CRM)›Projects: where the work happens

Project #1

How to create your first Test Project

  1. Go to Client Management in the main navigation and select Projects.
  2. Click Create Project.
  3. Give it a Name, e.g. Project #1.
  4. Add a Start Date and Due Date (if you wish).
  5. Click Save.

That's it! You're now in Edit mode with your new Project.

Start adding details

  • Add a Contact, or create a new one.
  • Click Add Selected to return to the Edit screen.

Note: You can add more than one Contact if you wish. If so, select one as the Primary Contact for this Project. You can also add a Client.

Add a Task

  1. In the Task section of the Project page, click +Add.
  2. Give the Task a name, e.g. "Prepare quote for Project #1."
  3. Select a Contact and add a Date and Time if needed (in the future!)
  4.  Ignore the other Task details (unless they're useful).
  5. Click Save.

Note: The contact need not be the Project Contact (e.g. a vendor) or involve a Contact at all.

Add a Quote

  1. In the Quotes & Invoices section, click + Add Quote.
  2. Prepare the Quote as explained (normally addressed to the Project Contact).
  3. Click Save.

Add an Event

  1. In the Schedule of Events click + Add Event.
  2. Add a name, e.g. "Test Event", and a Date, Time and Duration.
  3. Ignore the other Event details (unless they're useful).
  4. Click Save.

Note: Normally the Event would be scheduled at a time and place agreed with the client.

Check out the Calendar

  • Go to Client Management / Calendar
  • Assuming you have included dates, your Task and Event should now appear.

Send an email

  1. In the Email History section click + New Email.
  2. Enter an email address and write a message in the normal way.
  3. Or Select or + Add a Template to utilise one of the pre-formatted email templates.
  4. Click Cancel or Send Email

Progress so far...

  • You've set up a Project that will be edited and added to as it progresses.
  • You've added your first Event and Task, and can add more as required.
  • You've added a Quote, and can add or edit related Contracts/Agreements and Invoices in the same way.
  • You've composed an email on the Project screen, which will be accessible on the related Contact and Client screens.

If you've created a "real" Project (maybe for a shoot coming up) this is the hub where you'll come from now on to manage the job.

Next step: Calendar, Filters and Boards