A project holds the files for one piece of work for one client — a campaign, a brochure, a video edit.
Create one
- Go to Projects → New project (or New project next to a client on the Clients page).
- Give it a name your client will recognise — it appears on their review page.
- Choose the client. You can leave it blank and add one later.
- Optionally set a due date and add notes (only you see notes).
Active and archived projects
Your plan includes a number of active projects. Any project that isn't archived counts.
When work is finished, Archive the project from its page. It stays readable — files that haven't expired, comments and the approval record — and frees up a slot. You can restore it at any time if there's room on your plan.