Projects & Jobs

Working with your clients and suppliers

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15 articles in this collection
Written by Fergus and Courtney Male

What does the client see?

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

How does the financials tab work?

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

How do Tasks work on Wooshii?

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