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More productive than I ever could have imagined. I learned about so many tools I had ignored or overlooked. Often, we get so busy that we just need quick fixes, but this call was well worth the time since the new tools I learned about will save me loads of it in the future.

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Project Management Essentials
Progress on this course

Table of contents

Project Management Basics
  1. Creating and Sending Design Questionnaires
    9 min
  2. Navigating the Project Board View
    5 min
  3. Create & Share Signable Contracts
    8 min
    New
  4. Fully Brand Your Quotes, Invoices, POs and More
    5 min
    New
  5. Add Multiple Questionnaires to Projects
    8 min
  6. Add Multiple Signatures to Contracts
    1 min
    New
  7. New Project Dashboards
    10 min
    New
  8. Organizing Projects with Design Folders
    7 min
    New
  9. Contract Template
    7 min
    New
  10. Drag & Drop to Organize Designs & Folders
    5 min
    New
  11. 5 New Contract Templates
    4 min
    New
  12. Organize Your Project Templates
    6 min
    New
  13. Organize & Re-use Your Design Templates
    9 min
    New
Task Management
  1. Task Management Made Easy
    10 min
  2. Creating Reusable Task Templates
    5 min
  3. Using the Project Calendar Effectively
    5 min
Time Tracking
  1. Tracking Time and Billing for Hourly Services
    8 min
  2. Logging and Managing Non-Billable Hours
    8 min
Creating Tearsheets and Spec Sheets (FF&E Schedules)
  1. Creating Spec Sheets
    8 min
  2. Customizing your Spec Sheets
    6 min
  3. Creating Product Tear Sheets
    3 min
  4. Add Paint Swatches to Spec Sheets
    6 min

Keep learning

Get Started with DesignFiles

Create Moodboards & Room Mock-ups

Creating 3D Floor Plans

Streamline Billing & Invoicing

Sourcing Products & Managing Your Library

Placing & Tracking Orders

Project Management Essentials

Collaborate with Clients

Work Efficiently With Your Team

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