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Project Management

Project Management

Use Bloom’s all-in-one platform for structure, continuity, and maximum productivity for your business.

12 articles
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Written by Daniel

How to charge by the hour

Charging by the hour in your invoices.
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Written by Daniel. Updated over a week ago

How to send an invoice with a contract

Combining contracts with invoices. Have your client sign a contract before paying an invoice.
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Written by Daniel. Updated over a week ago

Sending Bloom notifications to a second email address

How to set up email forwarding for all of Bloom's notification emails.
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Written by Daniel. Updated over a week ago

Uploading files to shared assets

Learn how to share files, and which file formats are supported.
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Written by Daniel. Updated over a week ago

How to Add and Remove a Project Cover Image

Adding and removing banner images from projects.
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Written by Daniel. Updated over a week ago

How multiple users or an agency can utilize Bloom

Bloom can work for anyone, whether you’re a solopreneur/freelancer that works as a one-man team or managing a company of employees.
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Written by Daniel. Updated over a week ago

Create a Project from a Message

Now that you've landed a conversation with a lead, it's time to book a project.
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Written by Daniel. Updated over a week ago

Create a contract from a PDF

If you don't want to use the Bloom provided contract, you can easily upload your own. Here's how to get it done:
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Written by Daniel. Updated over a week ago

Create a Project from an existing Lead or Contact

Once you've captured a lead or created a new contact, the next step is to set up the project that you will be working on together.
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Written by Daniel. Updated over a week ago

Creating and Sending an Invoice

How to create and send an invoice to your client
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Written by Daniel. Updated over a week ago

Build and Send a Contract

Creating and Processing a contract is now easier than ever.
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Written by Daniel. Updated over a week ago

Managing Workflows

Effectively managing your project workflows is critical to any successful freelancer. Here's how you can create and organize your own:
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Written by Daniel. Updated over a week ago