HoneyBook 101, Lesson 4: Understanding Projects, Workspaces, & the Pipeline
Section 3: Creating a Project & navigating the Project Workspace
Now that you understand what Projects are and how they move through the Pipeline, it's time to take the next step: creating a Project of your own!
Again, creating a Project will always be the first step when you want to start communicating with your client (unless your client submitted their request via a HoneyBook Contact Form—in which case the Project will automatically be created for you). Here's how to create a Project, so you can get the ball rolling.
To create a Project:
1. From your HoneyBook dashboard, 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, location, date, etc.
4. Click Next.
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.
Congrats—your Project is active! You can now create and send files, email your client directly through the platform, invite team members to collaborate, and oh so much more. You’ll be pulled right into your Project Workspace.
Navigating your Project Workspace
From within the Workspace, you can:
Add participants: the contacts who will receive all files and emails you send through the Project
Access the Activity Feed: send and receive emails to and from clients, teammates, or other vendors you've added as participants; review file activity; and more
Access the Files tab: where all the files you've drafted and/or sent—Invoices, Proposals, Brochures, etc.—are stored
Access the Payments tab: to review all completed and upcoming payments for the Project
Access the Project toolbar: to change the Project stage or lead source, quickly add team members to the Project, track time spent on the Project, add tasks and notes, and apply Workflows
Sweet—you made it through Lesson 4! In Lesson 5, Sending Files & Managing Payments (the last lesson in this course), we’ll review creating a Proposal file (your all-in-one booking document, containing both an Invoice and Contract!) and how to manage payments both in and out of HoneyBook.
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!