Lesson 3 · Pro

Projects: one home per client or workstream

Give each client, bid or recurring job its own space with files, instructions and memory, so you never re-explain.

Last checked 8 Nov 2026

Pro lesson

Tool plan needed: Any plan

By the end: By the end: you have a working project for your busiest client or workstream, with files, instructions and a saved account summary you can reuse.

15 min

Works on: free, go, plus, pro, business, enterprise

Steps in this lesson

1. Create the project
2. Add files, instructions and live sources
3. Write the project instructions
4. Build an account one-pager from your files
5. Save the result as a project source
6. Share it, carefully

This lesson is part of Pro. Create your free account to start learning.