Projects in Pulse - Milestones, Files, Collaboration, and Payments
Everything you need to run client projects in Pulse: create and track projects, manage milestones, share files, invite collaborators, and connect project work to invoices and payments.
Pulse · 16 Jun 2026
Projects in Pulse are the central workspace for organised client delivery. They connect your team, your clients, your work, and your billing in one place. Whether you are managing a one-week job or a long-running engagement, the project module keeps the key pieces together.
What this playlist covers
This playlist explains how projects work end to end: how to create them, how milestones drive progress tracking, how files and collaborators keep everyone updated, how the calendar connects to your projects automatically, and how payment links tie billing to the project record.
Projects are connected but separate from other modules
A project can be linked to a client, a set of milestones, files, collaborators, tickets, and payment items. But each of those areas still has its own space: milestones live on the project, invoices live in the Invoices module and reference the project, and the calendar pulls milestone dates automatically without any extra setup.
Who should read this
Read this playlist if you manage client work, need to share progress updates with clients, track milestones, upload delivery files, or understand how Pulse tracks project payment status.
Frequently asked questions
Can clients see project milestones?
Yes. Clients can view milestones on the project but cannot create, edit, or delete them. Only admins and team members with project management access can manage milestones.
Does Pulse have project timelines or Gantt charts?
Not currently. Project progress is driven by milestones and their percentage completion. The calendar shows milestone due dates but does not render a Gantt view.