Manage a project

Create projects, set milestones, and track progress.

Manage a project

Projects in HelloSolo connect your proposals, contracts, invoices, and time tracking in one place.

Create a project

  1. 1Go to Dashboard > Projects > New Project
  2. 2Select the client
  3. 3Set the project details:

- Name: What you'll call this project

- Budget: Total project budget (optional, enables budget alerts)

- Start date: When work begins

- Status: Active, paused, or completed

Track progress

  • Time entries: See all tracked hours
  • Budget: Visual progress bar shows how much budget is used
  • Files: Share documents with your client through the portal
  • Milestones: Set key deliverables and due dates

AI budget alerts

If you set a budget, HelloSolo's AI will proactively alert you when:

  • You've used 80% of the budget
  • You're over budget
  • Spending pace suggests you'll exceed the budget before completion