Projects & Tasks Target Role: Owner Updated Oct 28, 2026 • 4 min read

How to Create and Structure Client Projects

Learn how to bind projects to client accounts, configure phase-gated milestones, establish target completion dates, and manage hourly budgets.

Overview

Projects in CRDPay connect agency deliverables directly to specific client accounts. Structuring projects into phased milestones ensures clarity and prevents scope creep.

Step-by-Step Instructions

  1. From the main navigation, select Projects → New Project.
  2. Select the target Client Account from the dropdown.
  3. Enter a descriptive Project Title (e.g., Acme Global Website Redesign).
  4. Set your Start Date and estimated Target Launch Date.
  5. Define your Milestone Sprints: Break the scope into sequential phases (e.g., Phase 1: Wireframing, Phase 2: UI Design, Phase 3: QA & Launch).
  6. Assign a dedicated Project Lead from your agency team.
  7. Click Create Project to publish the milestone roadmap to the client portal.
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