Much like your business, HoneyBook runs on projects—they're the foundation on which we build our castle of awesome features. Within a project, you can create and send files, email your client directly, track your time and tasks, and more. And when business is booming, you're going to need to add a whole lot of them.
Prefer a video walkthrough? We got you. Check it out here.
To create a new project:
Before you get started: You can (and should!) customize your project types, lead sources, and other project details fields to make sure they fit your brand.
1. From your HoneyBook home page, hover over the + New button in the top right corner of the screen.
2. Select New Project from the menu.
3. Enter your project details: Name, type, date, lead source, etc. Don't worry if you don't know them all yet, or if they change later!
4. Click Create Project.
5. Add a participant to the project by entering the email address, name, and any other relevant contact info you have.
Participants are the contacts who will receive all files and other communication regarding the project, so this will likely be your client!
All participants that you subsequently add to the project will receive all emails and files you send through HoneyBook. If you need to send an email or file to only one participant—or a certain subset or participants—you can create a related workspace within the project to do so.
6. Click Add.
Your project is now active! You can now create and send files, email your client directly through the platform, and invite team members to collaborate.
You can also utilize all the fields in the right-hand side project options toolbar! From here, you can:
Track time spent working on a project (and bill for it later!)
Add and view project tasks
Add private notes to your notepad (only visible to you and your team—not your client!)
View and add automations
View and toggle between the project's related workspaces
If you need to update the header image, just click the image icon that appears when you hover over it.
HoneyBook Tip: The header image will be uploaded with a grey overlay, to make sure that the white project details shown over the header are easy to read!
Need to edit the project details of an existing project? Just click the Details tab in the project workspace! You can even create additional dates and locations for the project, if it goes beyond the bounds of a single "due date."
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!