What this guide covers
Project detail layout
Typical sections and tabs include:
- Overview — status, client, key dates, and summary fields
- Tasks — internal and client-visible task lists
- Estimates — estimates linked to this project
- Media & Design — deliverable requests when your business uses that module
Available tabs depend on your permissions and which modules the business enabled.
Client-visible work
Fields and tasks marked visible to the client appear in their portal. Confirm client visibility before sharing sensitive internal notes.