Wedy Pro

Learn how Wedy Pro's Project Tasks board lets you manage tasks across all client projects with custom columns, team assignments, comments, and file attachments.

Understanding Project Tasks in Wedy Pro

Learn how to create tasks in Wedy Pro, assign team members, set statuses with colored labels, use custom columns, and manage tasks with bulk operations.

Create and Manage Tasks

Learn how to navigate the global Project Tasks board in Wedy Pro to search, filter, sort, and manage task columns across all your client projects.

Use the Project Tasks Board to View and Filter Tasks

Learn how to post comments, reply to threads, attach files, and collaborate with your team on individual tasks in Wedy Pro.

Add Comments and Files to Tasks

Create, organize, and manage client projects — from lead conversion to event completion.

Projects

Learn how to create new projects in Wedy Pro, add leads and team members, create documents, manage tasks and notes, and edit project details.

Create and Manage Projects

Learn how Projects in Wedy Pro help you manage every client event from inquiry to completion with documents, tasks, email, and financials in one place.

Understanding Projects in Wedy Pro

Learn what projects are and how to create and manage them.

Getting Started

Learn how to use project stages in Wedy Pro to build a visual pipeline, track client progress from inquiry to completion, and automate stage transitions.

Use Project Stages to Track Your Pipeline

Learn how to use Event Tags, Project Types, and Lead Sources in Wedy Pro to categorize, filter, and analyze your projects for smarter business decisions.

Organize Projects with Tags, Types, and Lead Sources

Track your workflow with stages, tags, types, and lead sources.

Organization & Pipeline

Learn how to create, assign, and complete tasks inside a Wedy Pro project to keep every client deliverable on track.

Manage Tasks Within a Project

Learn how to track invoices, payment status, and financial documents for each client project in Wedy Pro's Financials and Files tabs.

Track Project Financials and Payments

Manage project tasks and track payments and financials.

Tasks & Financials

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