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Project schedules help your team stay aligned on what is happening and when. In Handoff, you can create a schedule for any project. This article explains methods and outlines important…

How to Create a Project Schedule

Learn how to add, edit, and manage phases and events on a project schedule in Handoff.

How to Add and Edit Phases and Events on a Schedule

Learn how to assign crew members or subcontractors to specific phases on your project schedule in Handoff.

How to Assign Team Members to Schedule Phases

Learn how to use the global schedule calendar and project-level schedule views in Handoff to stay on top of your construction timelines.

How to View and Navigate the Schedule Calendar

Resources Related to the Scheduling & Calendar Features

Scheduling & Calendar

Learn how to turn on the client portal so your clients can view project updates, documents, and invoices in one place.

How to Enable the Client Portal for a Project

Learn how to send a portal invitation to your client so they can access project updates, documents, and invoices.

How to Invite Clients to the Portal

Learn how to share proposals, invoices, documents, and daily logs to your client's portal — and what gets shared automatically.

How to Share Items to the Client Portal

Learn how to remove shared items from the portal, revoke client access, preview the portal, and disable it when needed.

How to Manage Client Portal Access and Shared Items

Client Portal

Learn how to create daily log entries in Handoff to document on-site activity, weather, and progress on your projects.

How to Create a Daily Log

Learn how to attach photos and videos to your daily log entries in Handoff to visually document job site progress.

How to Add Photos and Videos to a Daily Log

Learn how to share daily log entries with clients via link, email, or text message in Handoff.

How to Share a Daily Log with a Client

Daily Logs

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