ClickSabi Pro
Projects & Delivery
Creating a project
Start a project from Projects or straight from a contact.
1 min readLast updated
Where to start
Projects, then New project. You can also create a project from a contact record, which links the customer automatically.
What to set
Give the project a customer, a type such as Solar or Solar and Battery, and an owner. Priority and target dates can be set now or later.
If a project already exists
The dialog offers to open an existing project for that customer rather than creating a duplicate.
Related articles
- Projects & DeliveryInside a projectThe ten project tabs and what each one owns.
- Contacts & MessagesAdding a contactCreate a contact record, avoid duplicates, and optionally invite.
- Projects & DeliveryHow projects work in ClickSabi ProThe project is the spine every other Pro area connects to.
- Projects & DeliveryStages, milestones and project healthHow the stage is derived, what milestones exist, and what health means.
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