Projects

  • Create a New Project

    [ Enterprise | Premier | Professional | Teams | Free ] Overview Create Project Projects are the foundation of any services organization. Therefore,...

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  • Projects Workspace Overview

    [ Enterprise | Premier | Professional | Teams | Free ] <script src="https://fast.wistia.com/embed/medias/c9yliguqok.jsonp" async="...

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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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  • Post to Mavenlink Projects With Your Email

    [ Enterprise | Premier | Professional | Teams | Free ] When you receive an email notification from Mavenlink it will include the name of the person...

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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

    [ Enterprise | Premier | Professional ] You can access the Project Pulse side panel from almost anywhere in Mavenlink. Simply click on a project’s ...

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  • User Details Side Panel

    [ Enterprise | Premier | Professional | Teams | Free ] Overview To access the User Details side panel, simply click on a member’s name or profile p...

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  • Project Status List

    [ Enterprise | Premier ] This up-to-date list of project color / status combinations and IDs is useful for clients with API integrations or for tho...

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  • Project Team 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

    [Professional and Premier Plans]  Mavenlink allows you to track your budget progress on your fixed fee tasks in real-time.  Progress meter will in...

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  • Project List

    [ Enterprise | Premier | Professional | Teams | Free ] The Project List tab is customizable; it can be configured to show only the most relevant in...

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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 name...

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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 

    [Free, Teams, Professional, Premier] The Dashboard is the best way to see an overview of all your assigned tasks and see the latest comments from ...

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  • Sharing Files

    [Teams, Professional & Premier] Uploading important documents and files is easy with Mavenlink. There are two ways to add files to your proj...

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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

    [Free, Teams, Professional, Premier] Permission level: Project Creator and above Why customize team names? Customization allows the Mavenlink ex...

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  • Activity tab

    [ Enterprise | Premier | Professional | Teams | Free ] Overview The Activity tab helps keep track of communication, uploaded documents, and the lat...

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  • Milestone Weighting

    [Premier Customers]  This is a financial tool, you must have financial access in your projects to use this feature. Milestone Weighting is for rev...

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  • Budgeted Projects

    [Premier Customers Only] The Budget tab on the Project Admin Box in a Project Workspace shows you the Project’s budget, as well as the budget used....

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  • File Tab

    [All Customers] The File Tab is available to all customers and can be accessed from any project workspace. In the File Tab, you can see uploaded f...

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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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  • Project Collaboration

    As today’s enterprise organizations continue to expand their use of social networking applications and networks to build internal communities and b...

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  • Project Groups

    [ Enterprise | Premier | Professional | Teams | Free ] Project Groups make it simple to organize and categorize your projects by client, department...

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