How to
Organize your first client project
A named project with one real task and a clear next step for the client work you need to deliver.
- 1
Open Projects and choose New project. Name it for the client and the work, add a description if useful, and create it.
work · /projects
- 2
Open the project and add one task for the next piece of work. Give it an owner and a due date if needed.
work
- 3
Use sections to group the work when the project grows. Add project members when teammates need access, and return to the project to review progress.
work
Worth knowing
- A normal project organizes tasks; creating it does not automatically invite the client, create an agreement, or send an invoice. Client-facing workspaces and design projects have separate setup flows.
- You can start a project before importing your contacts, building a website, or inviting a teammate. Wren can propose a named project for you to confirm, then you can open it and add tasks.