This feature is currently only available to users who are part of the beta program.
To join the beta, please contact support.
In this article, you will learn how to create new projects in Workiz.
Projects is a Feature Center tool designed to bring structure to complex work. It allows you to organize multiple related jobs under one workflow so you can manage phases, track progress, coordinate teams, and keep everything connected throughout the lifecycle of a larger project.
Before you can start creating new projects, you will first need to enabled the tool in the Feature Center.
Adding new projects
New projects can be created from anywhere in Workiz using the "Create new" button.
- From the sidebar menu, select Create new > Project
- Enter project details (e.g., project name, ad source, description)
- Enter client details (e.g., client name, contact info, address, etc.)
- Select Create project
Creating new project jobs
Your project will be added to your account, but will not contain an jobs. You can add new jobs right from the project page, or link existing jobs to your project.
- Open the project you want to add jobs to
- From the Jobs tab, select Add job
-
Add your job details
Most of the job details will automatically be pulled from the information provided for the project. You'll want to make sure to enter a job type, schedule details, and custom field information as applicable.
- Repeat Steps 2–3 as needed
Workiz also makes it easy to connect existing jobs to existing projects. Within the actions menu of a job, you can choose to link the job to an existing project. To learn more about adding existing jobs to projects, please see this article.
Managing project jobs
New jobs can be added quickly, making it easy to capture every phase of work that belongs in a project. From the project page, you can select a job to make edits in the quick-actions side pane.
Selecting a job to make quick changes like changing the job's status, adding tags, assigning techs, and more — all without leaving the project.
If you prefer, you can also open the full ob page for a complete view and access to most job-level tools. Here, you can:
- Add line items
- Create estimates
- Attach files
- Create tasks
- Add equipment
Managing projects
Managing a project involves actions that take place at different levels. Some actions happen at the project level, others at the (project) job level, and some can be performed in both places.
| Action | Level | Notes |
|---|---|---|
| Scheduling | Job | Only jobs can be scheduled. Projects do not have their own editable schedule; instead, a project’s timeline is determined by the schedules of its jobs. You can update job schedules either directly from the project page or from each job’s dedicated page. |
| Updating statuses | Both | Projects and jobs each have their own status to help you track progress at a detailed level. Marking a job as done updates its parent project’s progress. A project can be marked done even if not all jobs are done. |
| Adding tags | Both | Both projects and jobs can have their own tags, allowing you to categorize and filter work however you need. |
| Adding line items | Job | Line items must be added at the job level. Any line items added to a job automatically roll up to the project, making it easy to manage billing across all phases of the work. |
| Creating estimates | Job | Estimates can only be created at the job level. Estimate items are copied to the job and then rolled up to the project for consolidated tracking. |
| Creating invoices | Job | Invoices can only be created at the job level. This allows you to collect payments at the right time as you make progress on the individual jobs within your project |
| Collecting payments | Job | Payments are collected at the individual job level. |
| Collecting estimate deposits | Job | Estimate deposits can be collected at the job level. These payments are reflected at the project level for accurate financial tracking. |
| Updating custom fields | Job | Only jobs have custom fields, allowing you to capture specific details for each stage of your project. |
| Calculating commissions (Performance Pay) | Job | Performance Pay commissions are calculated from activity at the job level, including items sold, jobs completed, and jobs created. |
| Creating tasks | Job | Tasks can only be created at the job level. If you need to track work at the project level, consider creating a dedicated job to represent those tasks. |