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 add existing jobs, leads, and estimates to projects.
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.
In Workiz, projects are created from scratch. You can add jobs to a project right from the project itself, or by linking standalone jobs you've already created.
Have a lead or estimate you want to add to an existing project? Convert or copy it to a job first, and then link the job to your project.
Adding existing jobs to projects
- Open the job you want to add to your project
- Select Actions > Link to project
- Choose the project you want to link your job to and select Save