With Studio Manager, you can effortlessly build projects for each client to manage all of their documents, sessions, payments and notes in one place. The project board allows you to see all of your projects at a glance and move them towards completion to help keep your workflow organized.

This video covers the basics of the Projects board, creating projects, linking documents and more. To learn more about Projects, check out our blog post and help article.

0:00: Introduction

0:20: Managing a project card

1:05: Create new project

1:25: Link new documents to a project

2:06: Link existing documents to a project

2:24: Customizing the project board

3:16: Archiving a project