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Home >Studio Manager (CRM)

Projects: where the work happens

Projects are where your contacts' and clients' work is managed.
The power of Projects
Worth the effort If you feel a bit overwhelmed the first time you look into Projects we understand!It's like learning to drive — complicated to start with but it gets easier, and soon you wonder ho...
Project #1
How to create your first Test Project Go to Client Management in the main navigation and select Projects. Click Create Project. Give it a Name, e.g. Project #1. Add a Start Date and Due Date (if yo...
Calendar, Filters and Boards
Before you start Before continuing, we recommend you complete:Project #1 Calendar and Contacts The activities and commitments detailed in your Projects and Tasks are automatically added to your Wor...
Assets, Galleries and Albums
Before you start Before continuing, we recommend you complete: Project #1 Calendar, Filters and Boards A digital folderBack in the days of print-outs and paper you might have carried a folder or bi...
Project Workflows
Before you startBefore continuing, we recommend you complete:Project #1Calendar, Filters and BoardsAssets, Galleries and AlbumsProject Workflows Wherever your business comes from — wedding coverage...
Client Portals
Before you startBefore continuing, we recommend completing:Project #1Calendar, Filters and BoardsAssets, Galleries and AlbumsProject Workflows