{"id":18674,"date":"2025-03-23T04:26:14","date_gmt":"2025-03-23T09:26:14","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18674"},"modified":"2026-05-17T06:33:38","modified_gmt":"2026-05-17T11:33:38","slug":"how-to-create-a-project-in-bookipi-crm","status":"publish","type":"post","link":"https:\/\/bookipi.com\/es\/guides\/how-to-create-a-project-in-bookipi-crm\/","title":{"rendered":"How to create a project in Bookipi CRM"},"content":{"rendered":"
\n

Learn how to create a project in Bookipi CRM.<\/h2>\n

How to create a project in Bookipi CRM <\/h2>\n

Follow the simple steps below to learn how to create a project in Bookipi CRM. <\/p>\n

\n

Step 1: <\/b>Select \u2018CRM\u2019 <\/i><\/b>on the Dashboard. <\/i><\/b><\/h3>\n

Click on \u2018CRM\u2019<\/i><\/b> in the left-hand panel of your screen. <\/p>\n

\"Uncategorized<\/div>\n

\n

Step 2:<\/b> Click \u2018+ New Project\u2019<\/i><\/b> in CRM. <\/h3>\n

Click \u2018+ New Project\u2019<\/i><\/b> in the top corner of CRM. <\/p>\n

\"Uncategorized<\/div>\n

\n

Step 3: <\/b>Enter your Project Title. <\/b><\/h3>\n

Click the \u2018Title\u2019<\/i><\/b> field to enter your Project Title. <\/p>\n

\"Uncategorized<\/div>\n

\n

Step 4:<\/b> Add your Project Description <\/b>(optional). <\/b><\/h3>\n

Click the \u2018Add description\u2019<\/i><\/b> field to add your <\/i><\/b>Project Description. <\/p>\n

\"Uncategorized<\/div>\n

\n

Step 5: <\/b>Click the \u2018Select customer\u2019 <\/i><\/b>button. <\/i><\/b><\/h3>\n

Click the \u2018Select customer\u2019<\/i><\/b> button to add a customer to your project. <\/p>\n

\"Uncategorized<\/div>\n

\n

Step 6: <\/b>Add a \u2018Budget\u2019 <\/i><\/b>to your Project (optional).<\/h3>\n

Enter a \u2018Budget\u2019 <\/i><\/b>for your project if needed. <\/p>\n

\"Uncategorized<\/div>\n

\n

Step 7:<\/b> Choose a \u2018Due date\u2019<\/i><\/b> from the calendar icon (optional). <\/h3>\n

Click the \u2018Due\u2019 <\/i><\/b>button to select a date from the calendar.<\/p>\n

\"Uncategorized<\/div>\n

\n

Step 8: <\/b>Click \u2018Create\u2019 <\/i><\/b>to add your project. <\/h3>\n

Choose \u2018Create\u2019<\/i><\/b> to save your new project. <\/p>\n

\"Uncategorized<\/div>\n

\n

Your new project has been added to your Bookipi CRM. <\/h3>\n
\"Uncategorized<\/div>\n

\n

Your customer\u2019s documents will be synced to the project. However, if the customer has multiple projects, you can reassign the invoice to a different project as needed. <\/h3>\n

\n

Common FAQs about how to create a project in Bookipi CRM<\/h2>\n

Q: How do I assign a customer to a project?<\/h3>\n

A. Click \u2018Select customer\u2019 and choose a customer. Their invoices will be synced to the project automatically.<\/p>\n

\n

Q: Is it mandatory to add a budget and due date?<\/h3>\n

A. No, adding a Budget and Due date is optional. You can skip these steps if they are not needed.<\/p>\n

\n

Q: Is the pipeline still automatic?<\/h3>\n

A: Yes! The pipeline will continue to update automatically as you add customers and create or update documents for them.<\/p>\n

\n

Q: Can I disable the automatic movement of projects?<\/h3>\n

A: No, the automatic creation and movement of projects cannot be disabled at this time. <\/p>\n

<\/h3>\n
\n

Discover more tutorials for Bookipi Invoice Web App<\/b><\/h2>\n

Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides<\/a>.<\/p>\n

\n

Want to send invoices easily? Download the Bookipi Invoice mobile app<\/a> and check out our Bookipi Invoice mobile app guides<\/a>.<\/p>\n

\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to create a project in Bookipi CRM.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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