Track a project from start to finish

Bigger jobs aren’t one list — they’re a series of phases. A project groups those phase lists under one roof and shows you how far along the whole job is, and roughly where the value stands, from kickoff to the final walkthrough. No “where are we at?” texts required.

The video follows a landscape install, but the same setup fits any project-based work — a remodel, a build-out, a multi-day job.

Plan: Projects and costing are available on the Business plan. The photo and approval options inside a project work on Starter and up.

Steps

Create a project. Name it for the client or the job, and set its start and end dates. This is the container for every phase.
Set a rate. Give the project a rate per effort point — what a unit of effort is worth on this job. This is the part most people miss, and it’s what lets Ziptask show progress and rough value as the work gets done, instead of just checkboxes.
Add each phase as a list. Break the job into phases — each one is its own list under the project. Give the items a small effort estimate so the job knows what “finished” is worth.
Require proof where it counts. On the items that matter, turn on require a photo and sign-off (see Require photo proof and sign-off) — so critical work is documented before the next phase covers it up.
Your crew works the phases. They complete items and attach photos as they go, from their phones.
Read the progress. Open the project and you’ll see how far along the whole job is — which phases are done, which are underway — and roughly where the value stands. That’s your walkthrough prep, in one place, with the photo trail attached.

A note on the numbers: this is a points-based progress estimate, not job-cost accounting. It doesn’t track materials, labor hours, or invoices — it turns completed effort into an estimated-vs-earned view so you can see how far along a job is.

What’s next

Set up recurring work — for maintenance and warranty visits that repeat on a schedule.
Projects — the full reference on projects, phases, and costing.
Reporting — see performance across projects and members.