Streamline Client Work and Payments with Project.co

Table of Contents

1. Introduction
2. The Basics of Project.co
   • Project Invitations
   • Tools for Collaboration
   • Taking Payments and Tracking Time
   • Customizing Workflows and Data Tracking
   • Bird's Eye View of Team Projects
3. Collaborator and Collaborator Plus Roles
   • Understanding Roles and Permissions
   • Collaborator Role
   • Collaborator Plus Role
4. Creator Roles
   • Basic Creator Role
   • Creator Plus Role
   • Creator Admin Role
5. Comparing Roles and Permissions
6. Conclusion

The Ultimate Guide to Project.co: Streamline Your Project Management Efforts

Are You tired of juggling multiple tools and struggling to keep your team and clients on the same page? Look no further than Project.co. Developed over a decade ago by Matt, the founder of project.co, this project management platform is designed to simplify the process of managing projects for agencies and businesses alike. By providing a centralized space for collaboration, Project.co ensures that everyone involved in your projects stays informed, tasks are completed on time, and work is scheduled effectively.

1. Introduction

In this ultimate guide, we will take an in-depth look at Project.co and its various features, highlighting how it can become the backbone of your business. Whether you're new to project management or looking to enhance your existing processes, Project.co has got you covered. So, let's dive in and discover how this powerful tool can revolutionize the way you manage projects.

2. The Basics of Project.co

To get started with Project.co, you need to understand its key features and functionalities. Let's explore each of these elements in Detail:

Project Invitations

The first step in using Project.co is to invite your team members, clients, suppliers, or friends to join your projects. This ensures that everyone involved has access to the platform and can collaborate effectively.

Tools for Collaboration

Project.co provides a range of tools to facilitate seamless collaboration. These tools include:

• Discussions: A chat feature that allows all project members to communicate and move things forward.
• Tasks: A task management tool that ensures everyone knows what needs to be done, by whom, and when.
• Files: A centralized location to store and access all project-related files.
• Notes: A feature to keep track of vital project information.
• Embedded Tools: Integration options to seamlessly collaborate with other tools your team uses.

Taking Payments and Tracking Time

With Project.co, you can easily handle payments and track time. This ensures that monetary transactions don't hinder project progress, and you can keep a Record of time spent on each task.

Customizing Workflows and Data Tracking

Project.co allows you to Create your own personalized workflows by setting up project and task statuses. This enables you to track the progress of each project and task effortlessly. Additionally, you can set up custom fields to track specific data that is crucial to your projects.

Bird's Eye View of Team Projects

Project.co offers multiple views that provide you with a comprehensive overview of all your team's projects. By utilizing these views, you can efficiently manage your entire business with just a few clicks.

3. Collaborator and Collaborator Plus Roles

Project.co offers different roles and permissions to the people you invite to your account. Let's explore the two collaborator roles in detail:

Understanding Roles and Permissions

Assigning roles determines the level of access and permissions individuals have within your account. Roles define what a person can see and do within the platform.

Collaborator Role

Collaborators have limited access but can effectively collaborate on projects. They can participate in discussions, view task due dates, and invite other members from their team. However, collaborators cannot edit tasks, view notes, or create new projects.

Collaborator Plus Role

Collaborator Plus role provides the same collaboration features as the Collaborator role. However, it offers an additional capability - the ability to open and edit tasks. This is particularly beneficial when you want clients or freelancers to have control over specific tasks without granting them broader permissions.

4. Creator Roles

Creators have more extensive permissions and can create and manage various aspects of the account. Let's explore the Creator roles available:

Basic Creator Role

The Basic Creator role is suitable for internal team members who actively participate in work creation and management. They can create and edit tasks, view all account-level projects, invite and manage people, use templates, add time entries, and create payments.

Creator Plus Role

The Creator Plus role provides enhanced control. In addition to the permissions available to Basic Creators, Creator Plus users can create and manage custom fields, create and delete groups, edit allocated time and time entries, and delete payments. They have access to almost all account features except account settings.

Creator Admin Role

The Creator Admin role is reserved for account administrators. They have the highest level of access, including the ability to view and edit all account settings. This encompasses setting up account-level custom fields and other administrative tasks.

5. Comparing Roles and Permissions

To offer a comprehensive outlook, we'll compare and contrast the different roles and their respective permissions. This understanding will help you assign appropriate roles to individuals Based on their responsibilities and involvement in your projects.

6. Conclusion

Project.co is a powerful project management tool that streamlines project coordination for businesses and agencies. By utilizing its various features and assigning the right roles to your team members and clients, you can enhance collaboration, ensure effective task management, and gain valuable insights into project progress.

In this guide, we have explored the basics of Project.co, delved into the roles and permissions available, and provided a thorough comparison between them. Now that you understand the power of Project.co, it's time to create your free account and discover the countless benefits it has to offer.

Start streamlining your project management with Project.co today and embark on a new era of efficient project execution.

Highlights:

• Simplify project management with Project.co
• Streamline collaboration between team members and clients
• Track tasks, payments, and time effortlessly
• Customize workflows and data tracking
• Gain a bird's eye view of your team's projects
• Assign appropriate roles and permissions to effectively manage project access
• Experience enhanced control with Creator Plus and Creator Admin roles

FAQ

Q: Can I invite clients and freelancers to collaborate on projects in Project.co? A: Absolutely! Project.co offers roles specifically designed for clients and freelancers, such as Collaborator and Collaborator Plus. These roles allow external individuals to collaborate effectively while granting them appropriate permissions.

Q: Can Collaborators edit tasks in Project.co? A: Typically, Collaborators cannot edit tasks. However, if you assign the Collaborator Plus role to a user, they gain the ability to open and edit tasks within the projects they are invited to.

Q: What is the difference between the Creator and Creator Plus roles? A: The Creator role allows individuals to create and edit tasks, manage people, use templates, add time entries, and create payments. On the other hand, the Creator Plus role provides additional capabilities, such as managing custom fields, groups, allocated time, time entries, and payments deletion.