PROJECT
COMMAND CENTREBegin the tour

Getting started

Explore four demonstration projects

Follow the screenshots with four editable, fictional projects. The examples demonstrate planning, design, social content and advertising without connecting any external accounts.

These steps refer to controls inside the Mac app, not this website. Guide source: 1.0.0 (128).

  1. Add the demonstration records

    First link a workspace folder from the main launch screen so the app is ready to edit records. Then choose Help → Create Demo Projects…, or open the Demo Projects window from the Help section in Settings. Read the explanation and click Create Four Demo Projects. This adds the missing demonstration projects to your current local database. It does not replace existing projects, recreate a demo that is still present, connect advertising accounts or create project folders.

  2. Find all four examples

    Open Projects in the main sidebar. Look for Demo · Website Relaunch, Demo · Brand Identity, Demo · Social Content Studio and Demo · Autumn Ad Campaign. All names, people, dates, work and financial values in these records are fictional. Open Dashboard to compare their saved time records in the daily work grid.

  3. Follow a project from plan to task

    Open Demo · Website Relaunch. Review Overview, then Stages and Components to see how the plan is divided. Open Tasks and select a task to inspect its stage, component, status, priority and estimate. Change a field only if you want to practice editing, then click Save. These are normal saved records, not a read-only preview.

  4. Compare creative and campaign workflows

    Open Demo · Brand Identity to explore a design workflow, then Demo · Social Content Studio to review content planning. Open Demo · Autumn Ad Campaign → Components and select its advertising campaign to inspect the manual counters. Open Finance to review budget, expenses and payments, and Time to see saved work. The finance and campaign Help topics explain the calculations and their limits.

  5. Use screenshots beside the live app

    The screenshots below were captured from the real app using only these fictional projects. Select any screenshot to enlarge it, then choose Done or press Escape to return. Matching illustrations also appear in the relevant task, stage, component, time and finance how-to topics. Dates and totals can differ after you edit the demos; the screenshots themselves do not update.

  6. Keep demonstrations out of real reporting

    Demonstration records contribute to Dashboard, Reports, search and financial summaries just like your own projects. When finished, archive each demo through its project editor, or use Delete Project… in the sidebar context menu and review the confirmation. Deleted app records use the normal recovery workflow. Adding the demos again does not reset an existing demo or undo your edits.

See it in the app

Fictional demo data. Click an image to open the larger screenshot. Labels and dates may differ from your version.

Screenshot showing all four demonstration projects in one status and financial overview.
All-project Overview: four fictional projects illustrate Active, Completed, Paused and Cancelled, with current work, progress, cost, received income and profit. Click a status count to filter and an amount to open Finance.
Screenshot of a stage-scoped ledger with expenses, labour, received income, calculated profit and add-entry controls.
Stage financial ledger: a newly entered fictional £12.34 expense is saved against Design & Build. Unpaid milestone invoices remain separate from received income and do not inflate profit.
Screenshot of the Dashboard with four fictional projects, summary metrics and the daily work grid.
Dashboard: compare logged work across the four demonstration projects. Click a project name or day cell in the app to inspect the records behind it.
Screenshot of the Projects portfolio containing the four demonstration projects and their planning information.
Projects: review the demonstration portfolio, then open a project to see its command centre.
Screenshot of the portfolio Timeline with planned project and stage date bars for the four fictional demonstration projects.
Timeline: compare planned project and stage dates across the demonstration portfolio. Select a project or stage to inspect it; edit dates in the record editor.
Screenshot of a demonstration project's Overview, showing its navigation tabs and project summary.
Project Overview: use the project tabs to move from the summary to tasks, stages, components, time, finance and files.
Screenshot of the Design & Build stage detail in Demo · Website Relaunch, showing the phase and its assigned work.
Stages: Design & Build is selected in the website demonstration. Review its dates and assigned tasks. Stage status is managed separately from task status.
Screenshot of the Website experience component detail in Demo · Website Relaunch.
Components: Website experience groups related deliverables in the website demonstration. Open a component to review its placement, dates and linked tasks.
Screenshot of demonstration task records and the app's task-planning interface.
Tasks: open a task to review its placement, status, priority, due date and estimate in Task Inspector. Save any field changes before moving to another task.
Screenshot of Task Inspector for Build the responsive homepage in the website demonstration project.
Task Inspector: Build the responsive homepage is open for detailed planning. Review placement, status, priority, due date and estimate, then save any changes before selecting another task.
Screenshot of a demonstration project's Time ledger with saved dates, durations and notes.
Time: review saved entries and their project or task links. These demonstration records are already saved; no timer needs to be running to explore them.
Screenshot of the Finance area with fictional project budget, cost and revenue records.
Finance: compare budget, logged labour, expenses and received payments. The guide's finance topic explains how each total is calculated.
Screenshot of the Launch campaign component in Demo · Website Relaunch, showing its manually maintained performance metrics.
Campaigns: Launch campaign shows manually entered performance counters alongside spending from expenses linked to this campaign component.

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