Projects
Project Overview
Working with projects is where you’ll spend most of your time inside Cashboard. Take a tour and see what to expect.
What projects do I get charged for?
Cashboard limits each account plan to a number of active projects.
Active projects are projects that are being worked...
Ordering Tasks and Items
We’ve just added the ability to reorder Estimate and Project tasks, as well as Invoice Items.
To do so, just...
How do I delete a project?
To delete a project first navigate to it by clicking it’s name from the main Project screen. You will see...
Employee hourly rates and project permissions
Non administrators in your company only have access to projects that you’ve assigned them to.
Today we made it easier...
What do my clients see?
Sharing information with your clients about their projects is a major part of Cashboard. Find out how it happens here.
