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Introduction to projects

Understanding project fundamentals with Wiplist.

Updated over a year ago

In Wiplist, a Project serves as the central hub to house and contain information, they're essential for creating estimates, purchase orders, and invoices. With the ability to set up billable and non-billable project types, select and manage you project workflows, tasks and due dates, projects become cornerstone of your daily interactions with Wiplist.

1. Key Features

Wiplist projects simplify project management by:

  • Centralising information to keep everything organised, easy located and connected,

  • Simple, easy to navigate layout to find the exact piece of information when you need it most, and

  • Use pre-set defaults from Companies to easily leverage templates, price tiers, or payment terms, to ensure consistency and save time.

2. Benefits

Wiplist enhances your workflow by:

  • Providing a single source of truth for all project-related information,

  • Improving efficiency with defaults, eliminating repetitive setup tasks and maintaining consistency, and

  • Offering full visibility into financials and progress, helping you track costs, manage budgets, and monitor performance with ease.

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