Projects

  • Projects Workspace Overview

        Overview The Projects workspaces are places where you can collaborate and get work done. In each project workspace, your internal and ext...

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  • Create a New Project

      Overview  Projects are the foundation of any services organization. Therefore, when creating a new project, it’s important to carefully consider...

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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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  • Using the Schedule, Budget, and Payment Tabs

      This article goes over how to use the Schedule, Budget, and Payment tabs in the Project Admin box from both the Client and Provider perspective. ...

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  • Activity Tab

      Overview The Activity tab helps keep track of communication, uploaded documents, and the latest updates within a project. This area is also home...

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  • Project Groups

      Project Groups make it simple to organize and categorize your projects by client, department, region name, and more. Groups are also a great way...

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  • Project List

      The Project List contains all your most important project information, including Custom Fields (Premier and Enterprise only). It's also customiz...

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  • Post to Mavenlink Projects With Your Email

      When you receive an email notification from Mavenlink it will include the name of the person who posted the message, the name of the project it ...

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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

      You can access the Project Pulse side panel from almost anywhere in Mavenlink. Simply click on a project’s name in the Dashboard Activity Feed, ...

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  • User Details Side Panel

      Overview To access the User Details side panel, simply click on a member’s name or profile picture from anywhere in Mavenlink. This conveniently...

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  • Project Status List

      This up-to-date list of project color / status combinations and IDs is useful for clients with API integrations or for those who are using Maven...

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  • Real-Time Progress Visibility on Fixed Fee Tasks

      Mavenlink allows you to track your budget progress on your fixed fee tasks in real-time. Progress meter will increase after you track time See ...

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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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  • Your Dashboard 

      Overview Your Dashboard provides an overview of all your assigned tasks; it’s where you stay in-the-know with the latest Activity Feed posts and...

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  • Sharing Files

      Uploading documents and files is an important component of your project. There are two ways to add files to your projects in Mavenlink: You ca...

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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 projec...

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  • How To Set Up Team Names

      Customizing Team Names Customization allows the Mavenlink experience to feel like an extension of your business, not only for your employees, bu...

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  • Milestone Weighting

      Note: You must have financial access in your projects to use this feature. Milestone Weighting is for revenue recognition and billing cycle com...

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  • Budgeted Projects

      The Budget tab on the Project Admin box in a project's workspace shows you the project’s budget, as well as the budget used. Within this view, y...

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  • Project Files Tab

      The Files tab is available to all customers and can be accessed from any project workspace. In the Files tab, you can see uploaded files and Goog...

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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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  • Guest Access

      Overview With Guest Access, members can view information about a project without joining. For example, a member with Project Financials guest ac...

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