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:
- Client visits your portal and selects a service
- Client completes payment via Stripe Checkout
- A project is created linking the client to the service
- 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.