Navigating your account Every page of your Project.co account has 2 sidebars and a main section. The far left sidebar lets you view...
Create & manage projects The projects list page is the starting point when you log in to your Project.co account. This page lists all...
Invite & manage people The master people page can be accessed from the left hand sidebar. From here you can see everyone who’s been...
Create & manage tasks The master tasks page can be accessed from the left hand sidebar. From here you can see all tasks that...
Start a discussion The discussion page can be found on every project by clicking the “Discussion” link in the contextual sidebar. At the...
Create & manage notes The notes page can be found on every project by clicking the “Notes” link in the contextual sidebar. When this...
Upload & manage files The master files page can be accessed from the left hand sidebar. From here you can see all files that...
Embed other tools The embeds page can be found on every project by clicking the “Embeds” link in the contextual sidebar. An embed...
Create & take payments The payments page can be found on every project by clicking the “Payments” link in the contextual sidebar. In this...
Record & manage time Managing time within Project.co starts within a project. You can access the time page by clicking on the “Time” link...
Create, manage & use templates The templates section can be accessed from the left hand sidebar. The first page you see is “My Templates”. These...
Set up custom branding Custom branding can be done in 1 of 2 ways. Firstly you can set global account wide settings that define...
User types & permissions In Project.co, there are different types of user, with different levels of permissions. From the “People” page hit “Create New...
Roles & permissions chart We’ve compiled a chart showing the different user roles in Project.co and what they can and can’t do within the...