Once a contract is signed, the work starts. Workspace is where that work lives, so you do not have to juggle a chat, a spreadsheet and a payment link.
Create a board
Open Workspace and press “Create board”. You will see your boards under “My workspace” and can switch between All boards, Shared with me and Archived. A board is the home for one project.
Add the right people
Open the Members tab and use “Add member” to bring in the people working on the project. Each board has a visibility setting, so you decide whether it is open to the whole workspace or kept to the people you add. In the workspace settings you can also set defaults for new boards, such as visibility and the type of meeting to use in Room.
Track the work
Inside a board, three things matter most:
- Activity shows recent activity on the board
- Project Timeline lays out the project over time
- Payments is where you can fund a milestone, so the money for a stage is in place before the work begins
The board header also links you to Room for calls, so you can meet without leaving the project.
Share and keep it tidy
Use the share menu to copy a link to the board, print it, export it as CSV or JSON, or show a QR code. Star the boards you use every day, rename them, change their colour, and archive a board when the project is finished. You can reopen it later if the client comes back.
A simple habit
At the end of every week, check the timeline and post one short update. It takes two minutes and clients remember who kept them informed.
Create your profile on ProfilePro
Follow along with this guide using your own account.