Projects & Jobs

Working with your clients and suppliers

16 articles in this collection
Written by Fergus and Barbara Loynet

Global Task View

Now you can see all your open task from your central dashboard
Written by Fergus
Updated over a week ago

What does the client see?

What is the clients view of Wooshii?
Written by Fergus
Updated over a week ago

How do I invite a client member into a Project

What does Wooshii look like to my Clients
Written by Fergus
Updated over a week ago

Can you give me an overview of the Project space

First time creating a project. Here is a quick overview of the project space
Written by Fergus
Updated over a week ago

Can I assign a Job directly to a supplier

There are two ways you can assign a Job to a supplier
Written by Fergus
Updated over a week ago

How can I feedback on Pitches

There are a number of ways that you can provide feedback to people who have pitched on your Job.
Written by Fergus
Updated over a week ago

How can I get more or better Pitches on my Job

When you post a Job you may want to encourage more pitches.
Written by Fergus
Updated over a week ago

How can I send a Job direct to a supplier I know?

Sometimes you will know exactly who you want to supply you with services. You can assign a job directly to them.
Written by Fergus
Updated over a week ago

How can I track and monitor Project finances

Use the project finance tab to track Costs, Bills, Profit, Margin and Budgets
Written by Fergus
Updated over a week ago

How does the financials tab work?

What is the financials tab and how does it work?
Written by Fergus
Updated over a week ago

What is the Project Progress bar

What is the timeline / progress bar on the Project page. How do I add elements to it
Written by Fergus
Updated over a week ago

What are Milestones?

What are milestones and how can I work with them. How do you create them and use them in Projects? What is the Progress bar?
Written by Fergus
Updated over a week ago

How do Tasks work on Wooshii?

How can I use tasks for more efficient productions?
Written by Fergus
Updated over a week ago

Private or Public Jobs

How can I find new suppliers or work with suppliers I already know
Written by Fergus
Updated over a week ago

How do I create a (new) Job?

Jobs are how you manage suppliers and third parties. You can use Jobs to manage specific parts of a project for your client.
Written by Fergus
Updated over a week ago

How do I set up a (new) Project?

Once you have a client set up you can now create Projects for that client.
Written by Barbara Loynet
Updated over a week ago