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Projects

Step-by-step guides for building, customizing, and managing projects from quote to fulfillment.

4 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.