Mydoma Studio

Learn what elements make up a Project! The best part is you can choose which ones you need for each individual project.

What's in a project?

Create projects in your Studio to share all details of a Project with your clients and team members.

How to Create a Project

Learn how to create, use, edit, and delete a project template.

Project Template

The project index shows us a list of our projects.

Project Index

If you have your client assigned to the project, but it still isn't visible, here is how to publish the project!

How to Publish a Project

Present to your clients directly from within the project

Presentation Mode

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

Where are my tabs in my project?

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

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

How to Archive and Unarchive Projects

What information can I export?

Paxton Willard

Dixie Willard

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 to know about creating and managing projects in Mydoma Studio.

Projects

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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