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Projects

Location: Client page → Open

This section covers the management and overview of projects associated with your clients.

The project page for "Insoles - plantar heel pain", with Add design, Add file, Other and Project options in the left sidebar and the project's documents listed on the right

tip

You can easily locate specific projects using the search functionality.

Search for projects by:

  • Project name

Project Management​

You have full control over your projects with the following actions:

  1. Creating new projects
  2. Updating existing project information
  3. Deleting projects

Project Status​

Each project is assigned a status that reflects its current stage in the design and production process:

  • Unknown: The project has no status set yet
  • Active: Projects that are currently being worked on
  • In production: Projects that have moved into the production phase
  • Ordered: Projects that have an order placed
  • Archived: Completed projects that require no further action
note

Project status helps you track the progress of your designs and manage your workflow efficiently.

Creating a New Project​

To create a new project:

  1. Navigate to the correct Client
  2. Click on "Add project"
  3. Type a project name (the current year is pre-filled)
  4. Click on "Create project"

Transfer Projects​

To transfer a project from client A to client B:

  1. Locate the project using the search function if necessary
  2. Click on the project to open its details
  3. Click on "Transfer"
  4. Search for the new client and select from the list
  5. Click on "Transfer" to confirm

Updating Projects​

To update a project:

  1. Locate the project using the search function if necessary
  2. Click on the project to open its details
  3. Click on "Edit"
  4. Edit the relevant information
  5. Save your changes

Deleting Projects​

warning

Deleting a project is permanent. Make sure you have a backup or are certain you want to remove the project before proceeding.

To delete a project:

  1. Find the project you wish to delete
  2. Click on the "Delete" button on the left hand side
  3. Confirm the deletion when prompted

Project-Client Relationship​

note

Projects are always associated with a specific client. When viewing a client's details, you see all projects linked to that client for easy reference.