Project Management

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

14 articles in this collection
Written by Daniel

How to charge by the hour

Charging by the hour in your invoices.

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.

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.

Written by Daniel
Updated over a week ago

Uploading files to shared assets

Learn how to share files, and which file formats are supported.

Written by Daniel
Updated over a week ago

How to Add and Remove a Project Cover Image

Adding and removing banner images from projects.

Written by Daniel
Updated over a week ago

How to set up image proofing

Collaborate with your clients to select the best final images.

Written by Daniel
Updated over a week ago

Image Delivery

Creating and delivering image galleries.

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.

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.

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:

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.

Written by Daniel
Updated over a week ago

Creating and Sending an Invoice

How to create and send an invoice to your client

Written by Daniel
Updated over a week ago

Build and Send a Contract

Creating and Processing a contract is now easier than ever.

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:

Written by Daniel
Updated over a week ago