Projects
Step-by-step guides for building, customizing, and managing projects from quote to fulfillment.
By Colin and 3 others4 authors7 articles
- How Can I Break Out Custom Groupings on Quotes and Invoices?Learn how to create custom line item groups to display unique categories on your quotes and invoices.
- How Do I Show or Hide an Item's Description on a Contract?Do you want to trim a contract down to be shorter for a client? You can remove the item descriptions and solely show the item names.
- How to Add and Change Terms and Conditions, Payment Terms, and Cancellation Policies Within a ProjectLearn how to customize contract terms for each individual project in Goodshuffle Pro.
- Filter by Multiple Team Members at OnceLearn how to filter your Projects list by more than one team member so you can quickly see who’s assigned to what.
- Using Saved Views to Customize Your Project ListLearn how to create and use Saved Views to quickly access your preferred filters, columns, and sorting on the Projects list
- Navigating With Sticky Headers and FootersLearn how sticky headers and footers in the Project List make it easier to review, sort, and analyze your project data.
- How to Filter Projects by Line ItemLearn how to use the Line Item filter on the Projects List to quickly find projects that contain a specific inventory or custom item.