Now that you've create your templates, it's time to create your first project for a client. To do so, follow these steps:
Navigate to the Templates page and select the template you want to create a project from (e.g. weekly bookkeeping).
At the top of the screen, click the three vertical dots next to the Edit Template button and choose Create Project.
Now choose the project assignee (who will "own" the project for the client).
Next, choose the client or clients. There's a few ways to do this.
Under filtered clients, select the client. Helpful tip: you can select more than one client by holding down the command or control button and selecting numerous
Client assignee (who owns the client), priority level, or by service. This should be in the client's profile already.
Choose if this is a repeating project or a one off-project.
If the project is repeating, choose the frequency in which it's due date should repeat (e.g. every Tuesday, every month on the 17th, every year).
Click Create Project.
Your individual or repeating project is now created!