Add a project for a client

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

Before you start

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 Center 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 Center select Setup, then Clients.
  2. Mark 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.

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