Skip to main content
All CollectionsProjects
What is the Projects Component in Wealthbox?
What is the Projects Component in Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over 4 years ago

Projects are a simple, lightweight project management tool that help track administrative initiatives. Whether planning a seminar event or organizing an office party, you can keep notes, track tasks, create events and collaborate easily using the Projects component.

Additionally you can "Link a contact" to Projects as follows, and they will then be visible on the respective Contact Record Page:
โ€‹

Did this answer your question?