3. Managing Projects
Viewing Your Projects
- Tap "Projects" in the bottom navigation bar
- You'll see a list of your active projects
- Each project card shows: Project name, type, status, consultant's name, dates
Switching between Active and Archived:
- Tap "Active" to see current projects
- Tap "Archived" to see completed projects from more than 30 days ago
Understanding Project Statuses
| Status | Color | What it means |
|---|---|---|
| Draft | Gray | Project created but consultant hasn't started yet |
| Awaiting Upload | Blue | Consultant is waiting for documents from you |
| In Process | Amber | Consultant is actively working on this |
| Completed | Green | Work is done — check the Results tab |
Tip: If your project shows "Awaiting Upload", upload the required documents as soon as possible to avoid delays.
Uploading Files to a Project
- Open the project
- Make sure you're on the Files tab
- Find the category you want to upload to
- Tap "Upload File" under that category
- Select the file from your phone
- Wait for the upload to complete
Supported file types: PDF, Word (DOC, DOCX), ZIP, RAR, images (JPG, PNG)
Maximum file size: 10 MB per file
Managing Your Uploaded Files
- Download a file: Tap the download icon (⬇) next to any file
- Delete a file: Tap the delete icon (🗑) and confirm
Warning: Deleted files cannot be recovered. Make sure you have a copy before deleting.
Downloading Deliverables (Results)
When your consultant completes work, they upload results for you to download.
- Open the project
- Tap the "Results" tab
- Tap the download icon (⬇) next to any file
Note: Results are uploaded by your consultant — you cannot upload files to the Results tab.