Run a project step by step

Every project follows one path: Enquiry, Booking, Plan, Shoot, Selection, Delivery, Close. The project page shows where it stands and the one thing to do next.

Published 31/10/2026

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See what to do next

  • Open Projects and choose a project. The Overview tab shows its stages at the top, and the next step under them in large type.
  • Press the button on the next step. It opens the page that does the work, such as Payments or Events.
  • Come back when it is done. The step finishes by itself from what you recorded, so there is nothing to tick.
  • On any other tab, the line under the tabs shows the stage and the next step.

See every step of a stage

  • Tap a stage to see its steps beside the next step.
  • Each step says Done, Waiting on the client, Waiting for the date, or Nothing recorded when the project moved on without it.

Skip what you do not need

  • Under the next step, choose "Not needed, or done elsewhere?".
  • Press Skip this step, with a reason if you want one, or Done outside the app.
  • To bring a step back, open its stage and press Ask again.
  • Nothing stops your work. You can record a payment or add crew in any order.

A single-day shoot

  • A new project starts with one event, on the date you enter. The Events tab reads "The day" while there is only one.
  • To plan more functions, add them on that tab, each with its own date, venue and crew.

See every project on Today

  • Today lists the next step of each open project, with late work first.
  • Projects waiting on a client have their own list, so you can see who to remind.

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Updated 31/10/2026 · Markdown version