Projects

Think of Projects in Mydoma Studio as "binders". High level organization and actions are done at the project level. Projects are then further broken down into spaces. Everything you need…

+2

26 articles in this collection
Written by Sarah Daniele, Ankita Saini, Dixie Willard and 2 others

Project Menu / Project Dashboard

The project menu/dashboard shows us a list of our projects.

Written by Ankita Saini
Updated over a week ago

Where are my tabs in my project?

Are you not able to see a specific project features in your project that you know is supposed to be there?

Written by Paxton Willard
Updated over a week ago

Project Template

Create a project template to make starting a new project fast and easy!

Written by Dixie Willard
Updated over a week ago

Can I delete a project?

We don't allow deleting and that's for your own good.

Written by Ankita Saini
Updated over a week ago

Project Access: My users can’t view the project?

Are you concerned about you a newly added user can still not view the project.

Written by Ankita Saini
Updated over a week ago

From Product Clipper to Proposal, RFQ, Invoice, and PO

The process of adding products to a project and creating estimate requests, invoices for clients, and purchase orders.

Written by Dixie Willard
Updated over a week ago

NEXT - Creating Views in Product & Services

Learn how to customize ways to view the items within the Products & Services tab within a project.

Written by Taylor Smith
Updated over a week ago

NEXT - Tags within Products & Services

Easily sort your products in a project to rooms, fixtures, order statuses, and more!

Written by Taylor Smith
Updated this week

NEXT - Project Products & Services

Add products, services, and custom product combinations to help manage project quantities, markups, and discounts.

Written by Taylor Smith
Updated this week

Client and User Notification Guide

Learn what your clients get notified and what users get notified on when you make changes in Mydoma!!

Written by Ankita Saini
Updated over a week ago

Project Info

Project Info

Change the project status and add important high level project description in this menu

Written by Ankita Saini
Updated over a week ago

Customize Your Project Status Options

Learn how to create your own custom project statuses.

Written by Dixie Willard
Updated over a week ago

Project Questionnaire

Project Questionnaire

Learn how to embed your questionnaire into a project.

Written by Dixie Willard
Updated over a week ago

Contract

Contracts

Add a contract or letter of agreement for your client to electronically sign off. You can also upload documents in Contracts menu now.

Written by Sarah Daniele
Updated this week

Why can’t my client sign their contract?

Do you have a contract ready to be signed but your client says the system won't let them? Try this!

Written by Taylor Smith
Updated this week

Project Documents/Files

Project Documents / Files & Media

Learn how to add project documents and files to your project.

Written by Dixie Willard
Updated over a week ago

Embed a Google Calendar to Documents and Files

Learn how to create a Project Calendar in Google and add it to your Project Documents/ Files menu and also make it visible to client.

Written by Ankita Saini
Updated over a week ago

Appointments

Project Appointments

How to set up appointments at the project level

Written by Sarah Daniele
Updated over a week ago

Project Notes

Notes

We are now able to add universal project notes and it is under the Project Menu!!

Written by Ankita Saini
Updated over a week ago

Orders

Orders

Creating Orders, generating and sending an estimate request and/or Purchase Order/ Work Order

Written by Ankita Saini
Updated this week

No Vendors populate when creating a Purchase Order (PO), Why?

Did you run into an issue that you are trying to create a PO, but there is no vendor when you click on the drop down?

Written by Ankita Saini
Updated over a week ago

Invoices

Invoices

Learn how to create invoices and get your clients to pay them.

Written by Ankita Saini
Updated over a week ago

Creating a Credit or Refund for a Return or Cancellation

How to credit a product on a paid invoice.

Written by Dixie Willard
Updated over a week ago

How to work with Retainers?

Written by Ankita Saini
Updated over a week ago

Project Proposal

NEXT - Proposals

Create proposals for clients to view and approve.

Written by Taylor Smith
Updated this week

Why can’t my client approve their proposal?

Do you have a proposal ready to be approved but your client says the system won't let them? Try this!

Written by Taylor Smith
Updated this week