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How to create a new project

How to add a project to your HoneyBook pipeline

Updated this week

Projects are the building blocks that support HoneyBook's range of features. Within a project, you can create and send files, communicate with clients by email, track your time and tasks, and perform even more functions. As your business grows, you'll have the ability to add a large number of projects to accommodate your thriving success.

Before you begin

Consider customizing your project types, lead sources, and other project details fields to make sure they fit your brand.

  1. From your home page, select + New in your top nav menu > select New Project

  2. Enter the project's details

    1. You can skip any fields you aren't sure about, and can always update them later

  3. Select Create Project

  4. Add a participant to the project, either by selecting an existing one or creating a new one

    1. If you create a new one, enter the client's details

    2. The participants you add will receive all of the project's files and messages

  5. Select Add

Your project is now active. From here, create and send files, email your client, invite team members to collaborate, and 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!

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