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Documentation

Practical guides for modern service businesses: services, client collaboration, delivery, and billing in Harbory.

Projects

Projects in Harbory are the container for all work related to a specific client purchase. When a client subscribes to or purchases a service, a project is automatically created.

How Projects Are Created

Projects are created automatically when a client completes a purchase through the portal:

  1. Client visits your portal and selects a service
  2. Client completes payment via Stripe Checkout
  3. A project is created linking the client to the service
  4. The client can immediately start submitting requests within the project

Project Detail Page

Each project has a detail page accessible from the Projects section in the sidebar. The detail page shows:

Project Information

  • Service — Which service the project is based on
  • Client — The client who purchased the service
  • Status — Active or Cancelled
  • Created date — When the project was created

Project Kanban Board

Each project has its own kanban board with the same three columns as the main requests board:

Column Description
Backlog Requests waiting to be started
In Progress Active work
Done Completed requests

This per-project view is useful when you want to focus on a single client's work without the noise of other clients' requests.

Drag and Drop

The project kanban board supports the same drag-and-drop functionality as the main requests board. Drag request cards between columns to update their status.

Project Status

Projects can have two statuses:

  • Active — The project is ongoing and the client can submit new requests
  • Cancelled — The project has been cancelled (e.g., subscription ended)

Projects vs. Requests

Understanding the hierarchy:

  • A Service defines what you offer and at what price
  • A Project is created when a client purchases a service
  • Requests are individual tasks or deliverables within a project

One client can have multiple projects (one per service they've purchased), and each project can contain many requests.