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This article applies to:

  • Product: Onvio
  • Audiences: Staff

Add a project for a client

Create and assign projects to clients to process tax returns, audits, and more.

Before you start

  • Make sure you're assigned to a permission group that has Clients and Projects enabled.
  • You need project templates to create projects.

Add a project for one client

While you work in Onvio you can add new projects as needed. When you need to assign a project that doesn't exist yet, you can select
Add Project
 at the bottom of the list of existing projects.
  1. In Onvio Centre select
    Setup
    , then
    Clients
    .
  2. Add a new client or select
    Edit
     next to an existing client in the list.
  3. Go to the
    Projects
     tab.
  4. Select
    Add
     and choose
    Project
    .
  5. In the
    Project Template
     field, choose an existing template or select
    Add Project Template
     to create a new one.
  6. Check that the fields populated by the template are correct, and complete any additional fields.
    Note:
     The
    Contact
     field can only be the client or someone listed in the
    Relationships
     tab for the client.
  7. Use
    Switch to Advanced Mode
     to add more specific information, like target dates, storage, and reoccurence.
  8. Select
    Save
     when you're finished.

Add projects for multiple clients

You can quickly create similar projects for multiple clients at once.
  1. In Onvio Centre select
    Setup
    , then
    Clients
    .
  2. Tick the checkboxes to select multiple clients.
  3. Select
    Edit
    .
  4. Choose
    Add Projects
     and select
    Next
    .
  5. In the
    Project Template
     field, choose an existing template or select
    Add Project Template
     to create a new one.
  6. Select
    Show Details
     to see more information or to remove an item from the list of items you're editing.
  7. Select
    Done
     to save your changes, or select
    Previous
     to go to back to the last step. Select
    Cancel
     to undo all changes and go back to the Clients screen.