How to create a project:
- Navigate to the “Projects” on the left-side panel.
- Click on “Add Project” at the top right of the projects page.
- Fill in the details for the project.
- Select who in your organization you would like to notify via email and who has permission to see the project.
- Click “Add Project.”
How to delete a project:
- Navigate to “Projects” on the left-side panel.
- Select the project.
- Click "Options."
- Click on “Delete.”
Archiving Projects
Projects cannot currently be completed, but they can be archived. When a project is all set, but you want to keep it in the system, you should be able to edit the project and select to archive it by checking the 'Archive?' checkbox and saving it. You can view archived projects from the 'Archived' tab when viewing the main Projects page.
Note: Currently, there is no way to bulk archive Projects in Wealthbox, each project must be individually archived.
Common Questions
Q: Can I link Projects to Contacts?
A: Yes, you can associate a Project with one or more contacts, including households. This is especially useful for client-centric Projects like onboarding, financial planning, or estate planning, as it keeps all relevant information easily accessible from within the client record.
Q: Can multiple people collaborate on a Project?
A: Absolutely. Projects are designed for team collaboration. Multiple users can be assigned to tasks within a Project, add notes, attach files, and track progress together. Projects keep your team aligned and informed.
Q: How is a Project different from a Workflow?
A: Projects are typically used for more open-ended, dynamic, or collaborative initiatives where tasks might evolve over time.
Workflows, by contrast, are structured, repeatable processes designed for consistency, like client onboarding or account opening. Workflows automate task sequencing, while Projects offer a more free-form, centralized location for managing related work.
Q: Can I create Project templates?
A: While Wealthbox does not currently offer a formal “Project template” feature, you can duplicate a project by opening it, selecting options, and then clicking "Duplicate."
Q: Can I recover a deleted Project?
A: Up to 30 days after deletion, you should be able to recover most deleted items by navigating to the three stacked dots (⋮) in the upper right-hand corner > Settings > Trash Can. The Trash Can holds items deleted in your workspace within the last 30 days. Each user's Trash Can shows items that they themselves have deleted, but also things that they created and were deleted by other users.
Q: Can I attach or link an email to a Project?
A: Currently, you cannot save or attach an email to the projects section in Wealthbox.
Q: Can I add custom fields to Projects?
A: Yes. See: What are Custom Fields and common questions?
Q: How can I email project-related contacts?
A: Currently, you cannot send a bulk email directly from a Project or solely based on a Project’s related contacts.
To send a bulk email to contacts associated with a Project, we recommend tagging the applicable contacts. For example, "Summer Seminar—Invited," "Summer Seminar—RSVP Yes," "Summer Seminar—Attended," etc. You can then filter the contacts screen by tags and use the broadcast email feature to reach them.
Note: You can select each contact record under "Related Contacts." A fly-out of the selected contact record will display on the right side of the screen. From there, select Options > Edit, and manage the tags assigned to the contact.
💡 Best practice - Tracking Project completion dates: You can add a custom field to track a completed date or an anticipated completion date.