> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Latchel Projects

> The Projects feature is designed to help you manage multi-step maintenance efforts—like unit turns, inspections, or renovations—by grouping related work orders into a single, organized view. This makes it easier to track budgets, timelines, and overall progress. Whether you're coordinating a simple move-out inspection or a full unit refresh, Projects gives you a centralized place to plan and monitor each task from start to finish. Let's go over with this help guide to get you started!

### <Icon icon="camera-movie" iconType="sharp-duotone-solid" color="#ff9b8a" size={25} /> **Quick Video Tutorial: Start Here!**

<iframe width="100%" height="420" src="https://www.loom.com/embed/dc5a2173a7e94fcaa759da0a29600b22?sid=77a62fea-9e96-41d9-8592-e3c5a68e7919" title="Latchel Projects" frameborder="1" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen />

### **How to Access and Create Projects**

From your Latchel dashboard, go to **Maintenance**, and choose **Projects**.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_08_49_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=7691164f9638da9d54bf9bacf40784ec" alt="1image 05 05 2025 08 49 AM Pn" width="1372" height="767" data-path="images/1image-05-05-2025_08_49_AM.png" />
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If no projects have been created yet, you'll see a prompt to start your first one. Otherwise, click **Create New**.

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Type in the property address you'd like to associate with the new project, then click **Select**.

<Note>
  If the new project isn't associated to any property, you can click **Skip**.
</Note>

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/3image-05-05-2025_08_49_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=93922da3d1b0d242b48f4cc7b3c88480" alt="3image 05 05 2025 08 49 AM Pn" width="728" height="747" data-path="images/3image-05-05-2025_08_49_AM.png" />
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Next, choose a **project category**. You can select from **Maintenance**, **Renovation**, **Unit turn**, or **Other**. Click **Next** when you're done.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/4image-05-05-2025_08_49_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=508018e5673f03442acb1ceba3b5ca15" alt="4image 05 05 2025 08 49 AM Pn" width="736" height="403" data-path="images/4image-05-05-2025_08_49_AM.png" />
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Choose or create a project name, then click **Create Project** to finish.

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  <img src="https://mintcdn.com/latchel-81/N494_RgkJw3nniXs/images/5image-05-05-2025_08_50_AM.png?fit=max&auto=format&n=N494_RgkJw3nniXs&q=85&s=69955e69cc900c9514b20896fd7d44a4" alt="5image 05 05 2025 08 50 AM Pn" width="734" height="314" data-path="images/5image-05-05-2025_08_50_AM.png" />
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### **Setting Up an Existing Project**

Once a project is created, property managers can set up and update its details to keep everything accurate and on track. This includes:

* description of the project
* budget settings
* category
* due date, and
* add or update the property address

To do this, simply click the **pencil icon**, make the necessary changes, and click **Save** when you're done.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_09_01_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=b134bdc8cdd0c330f1e509e8f344ac15" alt="1image 05 05 2025 09 01 AM Pn" width="1083" height="523" data-path="images/1image-05-05-2025_09_01_AM.png" />
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<Tip>
  To update the project description, simply click **"Description of project"** to open the text box. Enter your changes, then click **Save** to finish.
</Tip>

### **Add Work Orders to an Existing Project**

There are 2 possible ways to add work orders to an existing project.

1. **Via the existing project**

Go to the existing project where you need to add a work order, then click **Add Work Order**.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_09_29_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=c267a78d1d493fcfb58e5d7df3090319" alt="1image 05 05 2025 09 29 AM Pn" width="1053" height="700" data-path="images/1image-05-05-2025_09_29_AM.png" />
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**Search for the work order** by typing the property address or work order number into the search box. If the work order appears in the pre-populated list, you can simply **click on it**. The work order will then appear under the Work Orders tab on the project page.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/2image-05-05-2025_09_29_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=852605bb96dbc9e2f2c914dff60f4ab0" alt="2image 05 05 2025 09 29 AM Pn" width="737" height="767" data-path="images/2image-05-05-2025_09_29_AM.png" />
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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/3image-05-05-2025_09_29_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=a4e8f7d065ebac358ee53ba51e46c815" alt="3image 05 05 2025 09 29 AM Pn" width="1102" height="331" data-path="images/3image-05-05-2025_09_29_AM.png" />
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<Tip>
  If the work order doesn’t already exist in Latchel, you can use the **Create Work Order** option on this page. Click **Create Work Order**, then proceed with creating the work order as usual. Visit [How to Submit a New Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Submit-a-New-Work-Order) to know more!
</Tip>

2. **Via a work order page**

**Search for the work order** you want to add to an existing project. In the Quick View or Details tab of the work order, click **Other Actions** in the top right corner, then select **Add to Project**.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_09_41_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=b52471238833e707963fd3d5ae52de09" alt="1image 05 05 2025 09 41 AM Pn" width="1883" height="709" data-path="images/1image-05-05-2025_09_41_AM.png" />
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**Choose the appropriate project** from the list, then click **Add to this Project**.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/2image-05-05-2025_09_42_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=65def34fd36c735f6c0661fd32a9cc09" alt="2image 05 05 2025 09 42 AM Pn" width="612" height="904" data-path="images/2image-05-05-2025_09_42_AM.png" />
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You’ll see the project name appear just below the work order number.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/3image-05-05-2025_09_42_AM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=e10d265c06b758438118233cc2de3ea1" alt="3image 05 05 2025 09 42 AM Pn" width="795" height="821" data-path="images/3image-05-05-2025_09_42_AM.png" />
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### **The Project Progress**

Each work order added helps calculate the project’s overall completion percentage. All work orders linked to a project are visible from the project view.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_12_42_PM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=049120fe6e6e67c0b0baf46ea133fe20" alt="1image 05 05 2025 12 42 PM Pn" width="1052" height="837" data-path="images/1image-05-05-2025_12_42_PM.png" />
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### **Deleting a Work Order from a Project**

To delete a work order from a project, simply click the **trash icon** on the left side of the work order.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_12_46_PM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=0f95b099ae8998a1148a62ff3cfdbaf1" alt="1image 05 05 2025 12 46 PM Pn" width="1052" height="837" data-path="images/1image-05-05-2025_12_46_PM.png" />
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Then, click **OK** to confirm.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/2image-05-05-2025_12_51_PM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=cb9b318abf99bc9a8d9c6375741702c6" alt="2image 05 05 2025 12 51 PM Pn" width="938" height="352" data-path="images/2image-05-05-2025_12_51_PM.png" />
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### **Deleting an Existing Project**

To delete an existing project, open the project and click the **trash icon** in the upper left corner of the project page.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_12_50_PM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=3fc1110422bd919d520ae562b047047e" alt="1image 05 05 2025 12 50 PM Pn" width="1052" height="837" data-path="images/1image-05-05-2025_12_50_PM.png" />
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Confirm the action by clicking **OK**.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/2image-05-05-2025_12_53_PM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=288d0abc0c2410b5ea7c78127ece8b30" alt="2image 05 05 2025 12 53 PM Pn" width="1026" height="442" data-path="images/2image-05-05-2025_12_53_PM.png" />
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### **Completing a Project**

Once all tasks are finished, you can mark the project as complete to indicate that no further work is needed.

To do this, simply toggle the **Complete switch** to the **right**—it will turn **blue** when activated.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1image-05-05-2025_12_58_PM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=aeb2caaa9e03165c6bdf424bfd4f56da" alt="1image 05 05 2025 12 58 PM Pn" width="1052" height="837" data-path="images/1image-05-05-2025_12_58_PM.png" />
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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/2image-05-05-2025_12_59_PM.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=b7bafe7b138b37eb1a8a300ef6ed0f7a" alt="2image 05 05 2025 12 59 PM Pn" width="1053" height="746" data-path="images/2image-05-05-2025_12_59_PM.png" />
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You’re all set! You now know how to create, manage, and complete Projects in Latchel. With this knowledge, you’re ready to stay organized and take full advantage of this powerful feature!
