4. Managing Projects

View All Projects

Tap the Projects tab. You will see all projects across all clients.

Create a New Project

  1. Tap + on the Projects screen
  2. Fill in project name, client, type, dates, budget
  3. Tap Save

Kanban Board

  1. Open a project → tap the Tasks tab
  2. Drag task cards between columns (To Do, In Progress, Done)

Upload Project Files

  1. Open a project → tap the Uploads tab
  2. Select a category tab
  3. Tap Upload File to pick a file from your phone
  4. Or tap Take Photo to capture a receipt

File Options (Three-Dots Menu ⋮)

OptionWhat it does
View FileOpens image full-screen or PDF in viewer
Pick for AI ExtractionSelects the file for AI processing
Extract FileUnzips a ZIP/RAR file
Delete FileRemoves the file
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