Navigating your account
Every page of your Project.co account has 2 sidebars and a main section. The far left sidebar lets you view...
Getting Started Videos
This is a simple overview of how to use Project.co - The getting started guide includes videos to show you how to get started with your new account.
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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...
