Projects

  • 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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  • 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

    Overview  You can manage a project's settings by selecting Settings from the Actions (“   ”) drop-down menu located to the right of the project nam...

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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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  • Default Reports Viewer Project Permissions

    The Reports Viewer default Project Permission is Financials. To adjust Account Permissions, an Account Administrator can navigate to the Account M...

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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

    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...

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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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