Manage Your Ivy Projects Like a Boss

Everything you need to make your projects succeed

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

How to Show Financial Totals on the Client Dashboard

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Written by Sivan Salem
Updated over a week ago

Multiply your sourcing power!

Add multiple images to every product you upload
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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!
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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.
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Written by Sivan Salem
Updated over a week ago

Project Dashboard

Learn more about the project dashboard and the information it provides
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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
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Written by Sivan Salem
Updated over a week ago

How to Download the Project Tracker to Excel

Just in case you need to
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Written by Sivan Salem
Updated over a week ago

Project Budgets

Understand how your project is progressing
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Written by Helena Bachar Cohen
Updated over a week ago

To Do Items

How to manage your tasks in Ivy using To Do Items
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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
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Written by Sivan Salem
Updated over a week ago

Adding an Event to the Calendar / Plan

Stay updated with all of your events
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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
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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
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Written by Sivan Salem
Updated over a week ago

Marking a Document as "Closed"

When one document closes...another one opens
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Written by Sivan Salem
Updated over a week ago

Organizing Different Projects for the Same Client

The best way to organize your Ivy projects
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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
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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
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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
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Written by Sivan Salem
Updated over a week ago