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Manage Your Ivy Projects Like a Boss
Manage Your Ivy Projects Like a Boss
Everything you need to make your projects succeed
18 articles in this collection
Written by
Helena Bachar Cohen
and
Sivan Salem
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