5 GUIDES
Projects & clients
Manage tasks, documents, clients, and invoices.
Use the task boardOrganize work by project and status.→Create a taskSet ownership, project, dates, and documents.→Add and find clientsCreate client records and locate related work.→Organize project documentsCreate folders, add documents, and search the list.→Add or create an invoiceUnderstand invoice fields and task association.→
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