Knowledge Base

Learn about features, integrations, customizations and more.

What is the Projects Component in Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

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: