Projects

Available in: Enterprise and Premier Overview With Guest Access, members can view information about a project without joining. For example, a membe...

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...

Available in: Enterprise, Premier, Professional, Teams, and Free Overview The Activity tab helps keep track of communication, uploaded documents, ...

Available in: Enterprise, Premier, Professional, Teams, and Free Project Groups make it simple to organize and categorize your projects by client,...

Available in: Enterprise, Premier, Professional, Teams, and Free The Project List tab is customizable; it can be configured to show only the most ...

Available in: Enterprise, Premier, Professional, Teams, and Free When you receive an email notification from Mavenlink it will include the name of...

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...

Available in: Enterprise, Premier, and Professional You can access the Project Pulse side panel from almost anywhere in Mavenlink. Simply click on...

Available in: Enterprise, Premier, Professional, Teams, and Free Overview To access the User Details side panel, simply click on a member’s name o...

Available in: Enterprise and Premier This up-to-date list of project color / status combinations and IDs is useful for clients with API integratio...

Overview Every time a user joins a project, they are assigned individual Project-level permissions that determine what access and abilities they ha...

Available in: Enterprise, Premier, and Professional Mavenlink allows you to track your budget progress on your fixed fee tasks in real-time. Prog...

Project Settings sections: General Privacy Organizations (if enabled) Financials Approvals Groups   Overview  You can manage a project's settin...

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...

Available in: Enterprise, Premier, Professional, Teams, and Free Overview Your Dashboard provides an overview of all your assigned tasks; it’s wher...

Available in: Enterprise, Premier, Professional, and Teams Uploading important documents and files is easy with Mavenlink. There are two ways to ...

Archiving a Project When projects are complete or put on hold, you may want to consider archiving or deleting them. This helps keep your project li...

Available in: Enterprise, Premier, Professional, Teams, and Free Permission level: Project Creator and above Why customize team names? Customizati...

Available in: Enterprise and Premier This is a financial tool, you must have financial access in your projects to use this feature. Milestone Wei...

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...

[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 ...

A Project Administrator can change a project's access and privacy settings by selecting Settings from the Actions (“   ”) icon located to the right...