Help / Clients & projects

Projects and pipelinesProjects and pipelines

3 min read · Updated October 2026

Every booking is a project. Projects move through the stages of a pipeline, from first inquiry to delivered, so you always know where each client stands.

1. 1

   Create a project

   Use Create › Project. Pick or add the client, the project type, the date and time, and any notes.

2. 2

   Move it along

   Drag the project to its next stage on the Board, or change the stage from the List or the project itself.

3. 3

   Make the stages yours

   Customize stages lets the owner rename, recolor, reorder, add and remove stages, and create more pipelines for different kinds of work.

Tip: Workflows can move a project to a stage for you, for example when a contract is signed.