Following a Project in Services

Use My Services to keep up with your service projects in one place. You can open a project, check its progress, and review updates and shared information.

Open your projects list in My Services

My Services All projects list with project columns and statuses

  1. All projects: This section lists your service projects.
  2. Date: Shows when each project was created.
  3. Project / Service: Shows the project or service name.
  4. Status: Shows the current project status.
  5. CA: Shows the assigned Creative Assistant.
  6. Last update: Shows when the project was last updated.

In My Services, review the All projects list to see each project's date, name, status, assigned CA, and latest update.

Open the project and review the Overview tab

Top of a project page with Overview tab, progress tracker, and Send a message button

  1. Professional Setup: This is the project you are following.
  2. Overview: Use this tab to review the main project summary.
  3. Progress: This tracker shows the current stage of the project.
  4. Send a message: Opens Message your CA, where you write to the Creative Assistant assigned to the project. Overview tab showing Project details and Project timeline sections
  5. Project details: This section summarizes key information about the project.
  6. Project timeline: This section shows updates and milestones for the project.
  7. Read more: Use this to expand the timeline when more updates are available.

Select a project in All projects to open its Overview tab. The top of the page shows the project ID, the service, the start date and your assigned Creative Assistant.

The Progress tracker shows five stages: Ordered, Discovery, Building, Review and Live. The stage the project is in is marked "We're here", finished stages show their date, and later stages show "Upcoming".

Project details describes the service you ordered, and Project timeline lists the latest updates, such as your messages and each stage that starts.

Review the project timeline

Project timeline area on the Overview tab with recent updates and Read more

  1. Project timeline: Review this area to follow project activity and updates.
  2. Read more: Expand the timeline to see additional entries.

Use Project timeline to review messages, milestones, and other project activity in order. If more entries are available, select Read more.

Use the other project tabs

Project page tabs for history, website, files, brief, and messages

  1. Project history: Open this tab to review the project's activity history.
  2. Website: Open this tab to review website-related project information.
  3. Files: Open this tab to access files shared for the project.
  4. Brief: Open this tab to review the project brief.
  5. Messages: Open this tab to read project conversations.

Use the tabs across the project page to move between different types of project information. Start with Overview, then open Project history, Website, Files, Brief, or Messages as needed.

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