DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
DiMarAg Hub · Help
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Frequently asked questions
FAQ-051How do I create a project and link it to a client?Projects, tasks and scope approvals · Agency and team
In Projects, select “New Project.” Choose the client and enter the name, type, status, description, start date, and due date. If applicable, link a client service. A template is optional: choose one, review its phases and tasks, and select only what you need before applying it. Confirm how many tasks will be created and select “Create Project.” Then verify the client, dates, and generated tasks.
Creating a project does not send its scope to the client or obtain approval.
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