Project Management
Learn about the project management tools available to you to track time, get notified, and lead successful projects
69 articles
Terms for Project Management
How to start working with a client
Set project dates
Tips to pick which projects to work on
How to take and manage project notes
Use the mobile app to take project notes
Add existing clients into HoneyBook
Hide a project from your pipeline
How to archive a project
Unarchive a project
Start or edit projects with the app
Delete a project
How to tag projects and contacts
Import leads and clients from pipeline
Troubleshoot Scheduler issues
Share a scheduling link
How clients schedule sessions
Create a new session type
About scheduling
The different ways to share a session for scheduling
Scheduling FAQs
Schedule a meeting from the mobile app
Edit, delete, or duplicate a session
How the HoneyBook scheduler compares to Calendly
Use priority lead notifications to qualify leads
Use HoneyBook AI for email drafts
Use the HoneyBook meeting notetaker for video calls
Receive meeting prep notes from HoneyBook AI
What to do if you're not receiving priority lead notifications
Use project recaps to prepare for project dates
Use the Gmail lead finder to import contacts
About HoneyBook AI's chat
About lead enrichment
Use priority lists to kickstart your day
What to do if you're not receiving priority lists
Use the in-person notetaker for meeting notes