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Projects, Contacts, and Tasks

Last Update há 11 dias

🔗 How Everything Connects in TalleFlow Creating & Managing Projects Understanding Contacts in TalleFlow Understanding Tasks in TalleFlow Bulk Importing Contacts

Creating & Managing Projects

Vaasu Guduguntla

Last Update há um mês

📁 Getting Started with Projects

Projects help you stay organized, deliver on time, and keep every detail in one place.

Projects are the heartbeat of your workflow in TalleFlow. Every event, client job, or service engagement lives inside a project — keeping all your tasks, documents, emails, invoices, and files neatly organized in one place.


This guide walks you through what projects are, how to create them, and everything you can manage inside a project workspace.

What Are Projects in TalleFlow?

A project is a container that holds everything related to a client job:
✔️ Client details & communication
✔️ Tasks & project timeline
✔️ Documents (proposals, contracts, invoices, questionnaires, forms)
✔️ Files & attachments
✔️ Meetings & Google Calendar sync
✔️ Payments & expenses
✔️ Notes, collaborators, and activity
✔️ Custom stages & project types
Projects help you:
  • Stay organized from inquiry → delivery
  • Track progress at every stage
  • Manage deliverables and deadlines
  • Store all communication in one hub
  • Keep your team aligned​

How to Create a New Project

  1. Go to Projects from the left-side navigation.
  2. Click + New Project.
  3. Fill out your project details:
FieldDescription
Project NameMake it specific and easy to recognize — “Smith Wedding Reception”.
Client / ContactChoose an existing contact or create a new one.
Project TypePick from built-in types or your custom project types in Business Settings.
Project StageAssign the starting stage. Customize stages in Business Settings → Projects.
Start Date / Due DateAdd your timeline and key dates.

Click Create Project. Your workspace is now live.

Project Types & Customization

Built-in Project Types

TalleFlow provides common creative-service categories (e.g., Wedding, Photoshoot, Event). These types help keep your client work organized.

Custom Project Types (Business Settings)

  • Corporate Event
  • Retainer Client
  • Branding Package
  • Booth Rental
  • DJ Engagement

To create custom types: Business Settings → Projects → Project Types.

Project Stages & Custom Stages

Standard Stages

TalleFlow includes default stages you can rename or replace. Customize stages under Business Settings → Projects → Project Stages.

Inside the project workspace you will find tabs for contacts, tasks, activity, documents, offerings, finance, and more.

5. Attachments

Upload and store photos, files, PDFs, design files, floorplans, and any file up to 25 MB.

6. Documents

  • Proposals
  • Contracts
  • Invoices
  • Questionnaires
  • Contact forms
  • Brochures
  • Signed documents

7. Designs

If you use Canva integration, linked designs appear on the project with one-click access.

9. Finance

  • Invoices
  • Payments received
  • Expenses
  • Net profit
  • Payout tracking (via Stripe)

10. Details

  • Contact
  • Stage
  • Type
  • Dates
  • Notes
Project Success Tips

★ Name projects clearly, using client + date
★ Use stages to move projects through your workflow
★ Add tasks early — small tasks prevent big delays
★ Use labels for filtering across many jobs

📋 Offerings on the Activity feed (Sep 2026)

The project Activity tab now records inventory, timeline, and Canva design events alongside emails and documents.

  • Inventory – reserve, update quantity, or release stock on a project.
  • Timelines – create, edit, clear, or delete a project timeline.
  • Canva designs – link or unlink designs from the project.

Use the Activity filters to show only Inventory or Timelines when reviewing what changed on a job.

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