Ivy Help Center

Manage Your Ivy Projects Like a Boss

Everything you need to make your projects succeed

18 articles in this collection
Written by Sivan Salem and Helena Bachar Cohen

How to Show Financial Totals on the Client Dashboard

Written by Sivan Salem
Updated over a week ago

Multiply your sourcing power!

Add multiple images to every product you upload

Written by Sivan Salem
Updated over a week ago

Sourcing Products on Ivy

Clip products from websites, upload manually, or source products on your mobile!

Written by Sivan Salem
Updated over a week ago

Update Line Items in the Project Tracker

Get all the product & service information regardless of where you are in the project.

Written by Sivan Salem
Updated over a week ago

Project Dashboard

Learn more about the project dashboard and the information it provides

Written by Helena Bachar Cohen
Updated over a week ago

Saving Multiple Addresses for a Project

Learn how to add an additional address to a project

Written by Sivan Salem
Updated over a week ago

How to Download the Project Tracker to Excel

Just in case you need to

Written by Sivan Salem
Updated over a week ago

Project Budgets

Understand how your project is progressing

Written by Helena Bachar Cohen
Updated over a week ago

To Do Items

How to manage your tasks in Ivy using To Do Items

Written by Helena Bachar Cohen
Updated over a week ago

How to Use the Stopwatch to Track Your Time

Time yourself and log in your hours

Written by Sivan Salem
Updated over a week ago

Adding an Event to the Calendar / Plan

Stay updated with all of your events

Written by Sivan Salem
Updated over a week ago

How to See Your Document's Timeline

See time stamps and dates for important actions taken on your documents

Written by Helena Bachar Cohen
Updated over a week ago

How to Publish / Un-publish Documents

Publish all of your proposals & invoices from the project dashboard

Written by Sivan Salem
Updated over a week ago

Marking a Document as "Closed"

When one document closes...another one opens

Written by Sivan Salem
Updated over a week ago

Organizing Different Projects for the Same Client

The best way to organize your Ivy projects

Written by Sivan Salem
Updated over a week ago

Sharing the Project Dashboard with Your Client

Sharing is caring! Give your clients access to proposals & invoices

Written by Sivan Salem
Updated over a week ago

Showing MSRP Discounts to Clients

Show your clients discounts off of MSRP directly in proposals and invoices

Written by Helena Bachar Cohen
Updated over a week ago

How to Make a Payment to a Vendor on a PO to Place an Order

Place orders directly from your Ivy account

Written by Sivan Salem
Updated over a week ago