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 Clients page and select the client(s) you want to create a project for.
Use filters to zoom in and out on your clients list and select multiple clients at a time to create work for! You can select clients individually with the check mark box on the left hand side of their line or at the top, you can lick the 'select all XX clients matching the filters' to select clients in bulk across multiple pages.
At the top of the screen, click Assign Work.
On the right hand of the screen the Assign Work to Clients menu will open - select an existing template from the dropdown menu. There's also a button to create a new template in this menu.
4. Next, choose the work assignee for these project(s) from the drop down menu.
5. Choose if this is a one off or repeating project (known as a series).
a. If the project is a series, choose the frequency in which it's due date should repeat (e.g. every Tuesday, every month on the 17th, every year). If it's a one-off, select the due date for this work.
6. Click Assign Work.
Your individual or project series is now created!