Projects
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Projects Workspace Overview
Available in: Enterprise, Premier, Professional, Teams, and Free Overview The Projects workspaces are places where you can collaborate an...
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Create a New Project
Available in: Enterprise, Premier, Professional, Teams, and Free Overview Create Project Projects are the foundation of any services organizat...
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Guest Access
Available in: Enterprise and Premier Overview With Guest Access, members can view information about a project without joining. For example, a membe...
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Using the Schedule, Budget, and Payment Tabs
Today, we're going to discuss how to use the Schedule, Budget, and Payment tabs in the Project Admin box from both the Client and Provider perspect...
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Activity tab
Available in: Enterprise, Premier, Professional, Teams, and Free Overview The Activity tab helps keep track of communication, uploaded documents, ...
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Project Groups
Available in: Enterprise, Premier, Professional, Teams, and Free Project Groups make it simple to organize and categorize your projects by client,...
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Project List
Available in: Enterprise, Premier, Professional, Teams, and Free The Project List tab is customizable; it can be configured to show only the most ...
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Post to Mavenlink Projects With Your Email
Available in: Enterprise, Premier, Professional, Teams, and Free When you receive an email notification from Mavenlink it will include the name of...
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Invite Users to a Project
After creating a project, you can begin adding providers (the people you work with) and clients (the people you work for). This is done from the Pr...
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Project Pulse Side Panel
Available in: Enterprise, Premier, and Professional You can access the Project Pulse side panel from almost anywhere in Mavenlink. Simply click on...
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User Details Side Panel
Available in: Enterprise, Premier, Professional, Teams, and Free Overview To access the User Details side panel, simply click on a member’s name o...
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Project Status List
Available in: Enterprise and Premier This up-to-date list of project color / status combinations and IDs is useful for clients with API integratio...
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Project Permissions
Overview Every time a user joins a project, they are assigned individual Project-level permissions that determine what access and abilities they ha...
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Real-Time Progress Visibility on Fixed Fee Tasks
Available in: Enterprise, Premier, and Professional Mavenlink allows you to track your budget progress on your fixed fee tasks in real-time. Prog...
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Project Settings Overview
Project Settings sections: General Privacy Organizations (if enabled) Financials Approvals Groups Overview You can manage a project's settin...
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Formatting Markdown
Overview Markdown is a lightweight, human-readable markup language used for formatting text. It’s a simple way to add things like bold, italics, li...
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Your Dashboard
Available in: Enterprise, Premier, Professional, Teams, and Free Overview Your Dashboard provides an overview of all your assigned tasks; it’s wher...
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Sharing Files
Available in: Enterprise, Premier, Professional, and Teams Uploading important documents and files is easy with Mavenlink. There are two ways to ...
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Archive and Delete Projects
Available in: Enterprise, Premier, Professional, Teams, and Free Archiving a Project When projects are complete or put on hold, you may want to co...
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How To Set Up Team Names
Available in: Enterprise, Premier, Professional, Teams, and Free Permission level: Project Creator and above Why customize team names? Customizati...
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Milestone Weighting
Available in: Enterprise and Premier This is a financial tool; you must have financial access in your projects to use this feature. Milestone Wei...
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Budgeted Projects
Available in: Enterprise and Premier The Budget tab on the Project Admin box in a project's workspace shows you the project’s budget, as well as t...
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Project Files Tab
[All Customers] The Files tab is available to all customers and can be accessed from any project workspace. In the Files tab, you can see uploaded ...
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Privacy Settings for Projects in Mavenlink
A Project Administrator can change a project's access and privacy settings by selecting Settings from the Actions (“ ”) icon located to the right...
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