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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  • 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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  • The Mavenlink Client Experience

    If you've ever wondered how a customer or client's experience in Mavenlink differs from that of a provider (e.g. designer, contractor, or consultan...

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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

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

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