# UpRush documentation

Project management for the creative industry. Source: https://uprush.work/docs


## Getting started
Create your workspace, invite the team, add a client and run your first project.

### What is UpRush?
URL: https://uprush.work/docs/getting-started/what-is-uprush
UpRush is project management built for creative studios: briefs and boards, review and approvals, a private client portal, files, documents and money, in one workspace.
UpRush runs the whole life of a creative job in one place. A lead becomes a client, the client gets a project, the project fills with tasks, the tasks produce deliverables, the deliverables go through review, and the approved work gets invoiced. Everybody who touches the job works in the same workspace, but each person only sees the part that is theirs.

### The building blocks
Thing | What it is
Workspace | Your studio. It holds your team, your clients, your projects and your settings. You can belong to more than one workspace and switch between them from your avatar menu.
Client | A client organization. Each one gets its own board, its own task queue and its own private portal. Client users only ever see their own organization.
Project | A group of tasks with a scope, dates, files and (optionally) a value. A project belongs to a client, or to your studio itself as an internal project.
Task | The unit of work. Every task gets an automatic ID such as MF-GEN-0001, a status, deadlines, comments, files and deliverables.
Deliverable | The thing a task hands over: a cut, a frame, a deck. Deliverables move from your team to the client for review and approval.

### Two sides of every task
Every task has an internal view and a client view. Your team works with the detailed internal statuses, internal deadlines and internal comments. Clients see a simpler set of statuses and only the comments and files you choose to share. Internal statuses, internal deadlines, internal comments, quotes, costs and contractor details never reach the client portal.
Private by default: Comments and files your team adds start out internal. You decide what the client sees, one comment or file at a time. See Comments and mentions.

### Who uses UpRush
A workspace has eight roles, and one person can hold several of them. The people who run the work (owners, admins, managers, experts, finance and sales) hold management seats. Production crew, clients and guest reviewers are free. See Roles and seats for the full picture.
- Studio leads and managers plan projects, run the board, review work and talk to clients.
- Production crew and contractors see only the tasks they are assigned to, in My work, and can quote on opportunities.
- Finance and sales handle the CRM, proposals, contracts and invoices.
- Clients use their own portal to request work, review deliverables, approve, and see their invoices.
- Guest reviewers comment through no-login review links without ever creating an account.

### What you can do in UpRush
- Plan and track work with projects, a Kanban board, a calendar and a timeline. See Calendar and timeline.
- Review creative work frame by frame in the review viewer, with pins, drawings, versions and side-by-side compare.
- Hand work to clients through the deliverables trackline and record approvals.
- Keep files in one place in the Library, and send them out with share links.
- Write the paperwork with storyboards, scripts, proposals and e-signed contracts.
- Get paid with project value and SOW, change orders, invoices and payment records.
- Talk in Messages, and stay on top of activity with notifications.

### Where to go next
1. Create your workspace with your access code.
2. Walk through the setup wizard: logo, currency, team, first client, first project.
3. Invite your team and give everyone the right roles.
4. Add a client and run your first project.
5. Learn how to get around: the dock, search with "⌘K", and the avatar menu.

### Create your workspace
URL: https://uprush.work/docs/getting-started/create-your-workspace
Sign in with Google or an email code, enter your access code, then name your studio, pick its web address, timezone and Task ID prefix.
A workspace is your studio inside UpRush. Creating one takes about a minute: sign in, enter your access code, and fill in a short form about your company. Everything you enter here can be changed later in "Settings".

### 1. Sign in
UpRush has no passwords. You sign in with Google, or with a one-time code sent to your email.
1. Open the sign-in page and choose "Continue with Google", or type your address into "Email" and choose "Continue with email".
2. If you used email, check your inbox for a 6-digit code and type it into the boxes. You can paste the whole code at once.
3. Code expired or never arrived? Use "Resend code" to get a fresh one, or "Use a different email" to start over.
Only the newest code works: Each time you resend, the previous code stops working. Always use the code from the latest email.

### 2. Enter your access code
UpRush is invite-only for now. The first time you sign in without belonging to any workspace, you will see UpRush is invite-only and a field for your access code.
1. Type your code into "Access code". It looks like UPR-XXXX-XXXX.
2. Choose "Continue".
Were you invited to someone else’s workspace?: You don’t need an access code to join a team. Open the invitation link you were sent instead. See Invite your team.

### 3. Set up your workspace
Next comes Set up your workspace. Fill in the fields and choose "Create workspace".
Field | What it does
"Your name" | Shown only if your profile has no name yet. Teammates and clients see this name on comments and assignments.
"Company name" | Your studio’s name, at least 2 characters. It appears across the app, the client portal and your documents.
"Workspace URL" | The web address of your workspace. Lowercase letters, numbers and dashes only. If it is taken, UpRush adds a short suffix.
"Timezone" | The workspace timezone. Deadlines are read in this zone.
"Task ID prefix" | 2 to 4 letters that start every task ID. UpRush picks one from your studio name (for example, Motion Farm becomes MF, so tasks read MF-GEN-0001).
"What do you make? (optional)" | A one-line description of your studio.
"Website (optional)" | Your studio’s website.
Changing the Task ID prefix later: You can change the prefix in "Settings" → "Workspace". Tasks that already exist keep the prefix they were created with. Read more in Tasks and task IDs.

### 4. The setup wizard
As soon as the workspace exists, UpRush opens the setup wizard. It walks you through your logo and defaults, inviting your team, adding a first client and creating a first project. Every step can be skipped.

### Opening another workspace
Already a member of a workspace? You can open one more of your own without an access code. Open your avatar menu and choose "New workspace". Each person can create one workspace this way. To open more after that, you’ll need an access code, so get in touch with the UpRush team.
If you are a client in someone else’s workspace, the same menu item reads "Try UpRush for your team". Your new workspace is completely separate from the one where you are a client.

### If something goes wrong
- “That URL is taken. Try a different slug.” Pick another "Workspace URL".
- “The task ID prefix must be 2-4 letters.” Use letters only, between 2 and 4 of them.
- “UpRush is invite-only. You need an access code to create a workspace.” Go back and enter your access code.

### The setup wizard
URL: https://uprush.work/docs/getting-started/setup-wizard
Four short, skippable steps after you create a workspace: workspace basics, invite your team, add a client, and a first project.
Right after you create a workspace, UpRush opens a guided setup. It has four steps and a finish screen. Each step does something real (uploads your logo, sends invitations, creates a client), and every step has "Skip for now" if you’d rather do it later. Only owners and admins see the wizard.
A strip across the top shows the four steps: Workspace basics, Invite your team, Add a client and First project. You can jump back to a step from the strip.

### Step 1: Make it yours
This step sets the defaults the rest of the workspace uses.
1. Upload a "Logo". It shows up on the dock, on invoices and in the client portal.
2. Pick a "Default currency". It is pre-selected on quotes, invoices and assignments. See Currencies.
3. Check the "Timezone". Deadlines are read in this zone.
4. Choose "Save and continue".

### Step 2: Invite your team
Invite the people who run and make the work. Each row takes one email address and one role: Team Manager, Dedicated Expert, Production Team, Finance or Sales (or whatever you have renamed them to).
1. Type an email address and pick a role for it.
2. Choose "Add another" for more rows.
3. Choose "Send invitations". Each person gets a branded email with an Accept button. A tick appears next to each row that went out.
4. Prefer to share a link in your team chat? Choose "Copy an invite link instead". Anyone with that link joins with the role in the first row, and the link expires in 30 days.
5. When you are done, choose "Continue".
Owners and admins: The wizard invites working roles only. To add another owner or admin, use "Settings" → "Members" afterwards. See Invite your team.

### Step 3: Add your first client
A client organization is the unit everything hangs off: one board, one portal, one queue of active tasks.
1. Type the "Client name".
2. Set the "Active task limit": how many tasks this client can have in production at once. It starts at 1. See Active task limit.
3. Pick a "Dashboard mode": Subscription for retainer-style clients, or Projects for project-based work. This sets how their portal frames the work.
4. Choose "Create client". The next screen confirms Their board is ready.
5. Choose "Next: a first project", or "Add another client" to keep going.

### Step 4: First project (optional)
A project groups tasks, files, a scope of work and its money. You can also work task-first and skip this.
1. Choose who the project is for. If you have no clients yet, pick "Add your first client" (and type a name) or "Start an internal project". If you have clients, switch between "Client" and "Internal" and pick the client from the list.
2. Type the "Project name".
3. Optionally set a "Due date (optional)".
4. Choose "Create project".
Internal projects live on your internal board. They are never shown to a client and never invoiced. Read more in Your first project.

### Finish
The last screen lists the four steps with Done, Skipped or Not yet next to each. From here you can:
- "Go to your dashboard" to start working.
- "Review settings" to look over everything in Settings.
- "Take the tour" for a short guided lap around the parts of UpRush you use.

### Leaving and coming back
You can leave at any point with "Do this later, set up your own way" in the top corner. Until you finish or dismiss it, your dashboard shows a Finish setting up card with how many steps are done. Choose "Resume setup" to pick up where you left off, or close the card to dismiss it for good.
TIP: Nothing in the wizard is one-time only. Everything it sets lives in "Settings", so skipping a step never locks you out of it.

### Invite your team
URL: https://uprush.work/docs/getting-started/invite-your-team
Bring teammates and clients into your workspace with a personal email invitation or a shareable invite link, each carrying the roles you choose.
Invitations live in "Settings" → "Members", in the Invitations card. There are two kinds: an email invitation addressed to one person, and an invite link anyone can use. Both carry the roles the new member will get.

### Who can invite whom
You are | You can invite
Owner | Anyone, with any roles, including other owners and admins.
Admin | Anyone except owners and admins.
Dedicated Expert | Client users only, into a client organization they look after.

### Invite one person by email
1. Go to "Settings" → "Members" and choose "Invite by email".
2. Type their "Email address".
3. Tick one or more "Roles". For a client, tick Client and pick their "Client organization".
4. Pick when the invite "Expires in": 7, 14 or 30 days. The default is 14 days.
5. Choose "Create invitation".
UpRush sends them a branded email with an Accept button, and shows you the invite link too, so you can also send it directly. If the email couldn’t go out, you’ll see a note asking you to share the link yourself.
Email invitations are personal: An email invitation only works for the address it was sent to. If someone opens it while signed in with a different address, UpRush asks them to sign in with the address the invitation went to.

### Create a shareable invite link
1. Go to "Settings" → "Members" and choose "Invite link".
2. Tick the "Roles" everyone who uses the link will get (and a "Client organization" for a client link).
3. Set "Expires in" and, optionally, "Max uses" (1 to 500). Leave "Max uses" blank for unlimited.
4. Choose "Create link" and copy it.
WARN: Anyone with an invite link can join with the roles you picked until it expires or runs out of uses. Use "Max uses" and a short expiry for links you post somewhere public, and revoke links you no longer need.

### Picking roles
- A person can hold several roles at once. Tick every hat they wear. See Roles and seats.
- Client can’t be combined with any other role. Ticking it clears the others, and a client invite is always scoped to a single client organization.
- Role names follow your workspace’s custom names. See Members and role names.

### Inviting clients
The quickest way to invite a client user is from the client itself. In "Settings" → "Clients", open the client and choose "Invite client". The client organization is filled in for you. See Add a client.

### What the invitee sees
1. They open the link and see Join followed by your workspace name, who invited them, and the roles they’ll get.
2. If they aren’t signed in, they choose "Sign in to accept" and sign in with Google or an email code. New people get an account automatically.
3. They choose the Join button and land in your workspace, on the dashboard for their role.
If a link has expired, been revoked or been used up, the page says This invitation is no longer available and asks them to request a fresh link. Someone who is already a member is simply taken to the workspace.

### Managing invitations
Every invitation appears in the Invitations card with its status:
- Pending: Waiting to be accepted. Shows its expiry date, and for links, how many times it has been used.
- Accepted: The person joined. Deleting the record later doesn’t affect their access.
- Revoked: You withdrew it. The link no longer works.
- Expired: It passed its expiry date. Create a new one if they still need access.
- "Copy link" shows the link of a pending invitation so you can send it again. "Hide link" tucks it away.
- "Revoke" withdraws a pending invitation right away.
- The bin icon deletes a revoked, expired or accepted invitation from the list.
- "Clear resolved" removes every accepted, revoked and expired invitation at once. Members keep their access.
Production crew and clients are free: Inviting production crew, clients and guest reviewers never adds a management seat. Only the roles that run the work do. See Plan and usage.

### Roles and seats
URL: https://uprush.work/docs/getting-started/roles-and-seats
The eight workspace roles, what each one sees and does, how roles stack on one person, and which roles use a management seat.
Every member of a workspace holds one or more roles. Roles decide what a person sees in the dock, which pages open for them, and which data they can read or change. Because roles stack, a producer who also handles invoicing can simply hold both roles.

### The eight roles
Role | In short | Seat
Owner | Full control of the workspace, including members, billing, integrations and other owners and admins. | Management seat
Admin | Everything an owner can do, except granting or removing owner and admin roles. | Management seat
Team Manager | Runs the work and the crew: boards, tasks, review, production assignments and the Ops and Money hubs. | Management seat
Dedicated Expert | Looks after client accounts: their boards, tasks, review and client conversations. Can add clients and invite client users. | Management seat
Production Team | Makes the work. Sees only the tasks they are assigned to, quotes on opportunities, and invoices the studio. | Free
Finance | Holds the books: billing, invoices, payments, the Money hub, insights and the CRM. Never works inside tasks. | Management seat
Sales | Sells and follows what the client pays: the CRM, proposals, contracts, client invoices and change orders. Never sees contractor costs or tasks. | Management seat
Client | Uses the client portal for their own organization only. | Free
Guest reviewers aren’t members at all. They comment through no-login review links and are always free.

### What each role sees in the dock
Role | Dock
Owner, Admin | Dashboard, CRM, Projects, Boards, Calendar, Timeline, Ops, Money, Billing, Library, Tools, Messages, Settings
Team Manager | Dashboard, Projects, Boards, Calendar, Timeline, Ops, Money, Library, Tools, Messages, Settings
Dedicated Expert | Dashboard, Projects, Boards, Calendar, Timeline, Library, Tools, Messages, Settings
Production Team | Dashboard, My work, Calendar, Timeline, Opportunities, Invoices, Messages, Settings
Finance | Dashboard, CRM, Projects, Billing, Money, Tools, Messages, Settings
Sales | Dashboard, CRM, Projects, Billing, Tools, Messages, Settings
Client | Dashboard, Projects, Board, Calendar, Timeline, Money, Messages
The dock says Board instead of Boards when the workspace has a single client. Read more in Getting around.

### Who sees which money
UpRush separates money into two sides, and roles see them differently:
- The client side: a project’s value and SOW, change orders, client invoices and payments. Owners, admins, team managers, finance and sales see it.
- The contractor side: quotes, production assignments, contractor invoices and payment details. Owners, admins, team managers and finance see it. Sales never does.
- The workspace’s own books: billing insights, the workspace billing profile, "Billing" and "Plan & usage" in Settings. Owners, admins and finance only.
What clients never see: Clients never see internal task statuses, internal deadlines, internal comments, quotes, costs or anything about contractors. Their portal reads from a client-safe view of each task. See The client portal.

### Several roles on one person
- A person can hold any combination of internal roles. They see the union of what their roles allow.
- The "Edit roles" dialog in "Settings" → "Members" says it plainly: pick every hat someone wears.
- Client can’t be combined with internal roles. A client who wants to run their own studio creates their own workspace instead.
- A workspace always keeps at least one owner. UpRush won’t let you remove the owner role from the last owner.

### Management seats
A management seat is a person holding owner, admin, team manager, finance, sales or expert roles. Roles stack free on one seat: someone who is a Team Manager, Finance and Sales at once still uses one seat. Production members and clients are always free.
You can see your seat count in two places: next to the Management seats group in "Settings" → "Members", and on the "Plan & usage" page. Each management seat also adds to your workspace’s pooled storage. See Plan and usage.

### Narrowing a role
By default every managing role sees the whole workspace. Owners and admins can narrow three roles: Dedicated Experts to their assigned clients, Team Managers to the projects they hold, and Sales to their own accounts and leads. See Scoping switches.

### Renaming roles
Call the roles whatever your studio calls them. Team Manager, Dedicated Expert, Production Team, Finance and Sales can be renamed in "Settings" → "Members" under Role names (up to 24 characters). Owner, Admin and Client keep their names. See Members and role names.
TIP: Want to check what a role sees before you hand it to someone? Owners and admins can preview any role, or any specific member, with View as.

### Add a client
URL: https://uprush.work/docs/getting-started/add-a-client
Create a client organization to give a client their own board, task queue and private portal, then invite the people who work there.
In UpRush, a client is an organization: one company you make work for. Each client gets its own Kanban board, its own queue of active tasks and its own private portal. Client users belong to exactly one client organization and only ever see that organization’s work.

### Create a client
1. Go to "Settings" → "Clients" and choose "New client". You can also press "⌘K" and pick "New client".
2. Type the client’s "Name".
3. Set the "Active task limit": how many tasks the client can have in production at once. New clients start at 1.
4. Pick a "Dashboard mode": Subscription or Projects.
5. Optionally pick who looks after the client in the Dedicated Expert field (it uses your workspace’s name for that role).
6. Optionally upload the client’s "Logo".
7. Choose "Create client".
Who can add clients: Owners, admins, dedicated experts, finance and sales can create clients. Team managers can’t, and will see “Ask an owner or admin to add the client.” Sales members are given access to the clients they create automatically.

### Active task limit
The limit controls how many of a client’s tasks can be in production at the same time. When the limit is reached, new requests wait in the queue until something finishes. It keeps retainer clients from flooding the team, and gives the client a clear choice about what comes next. Read the details in Active task limit.

### Dashboard mode
Mode | Best for
Subscription | Retainer or subscription clients who send a steady stream of requests. Their portal centers on the task queue.
Projects | Clients who buy defined projects. Their portal frames the work by project.
You can change the mode at any time with "Edit" on the client. Owners and admins can also give a client a subscription plan with a price and billing interval. See Retainers and subscriptions.

### Invite the client’s people
1. In "Settings" → "Clients", find the client and open its row.
2. Choose "Invite client". The client organization is filled in and locked.
3. Choose email or link, set the expiry, and send it. See Invite your team for the details.
Client users are free, so invite everyone at the client who needs to request, review or approve work. Each open client row lists its People, with pending invitations marked Invited · pending.

### The client list
Each client in "Settings" → "Clients" is a row you can fold open. A pill next to the heading counts your client organizations.
- Use "Search clients and people" to find a client by its name, or by the name or email of anyone in it, including pending invites.
- "Expand all" and "Collapse all" open or close every row.
- "Edit" changes the name, active task limit, dashboard mode, dedicated expert and logo.
- "Subscription" (owners and admins) sets up a retainer plan for the client.
- "Billing" (owners and admins) opens Client billing details: legal name, tax ID, billing email, CC emails, address, currency, default payment terms and notes used on their invoices. See Invoices.
- "Invite client" invites a new client user.

### Internal work
Your studio’s own work, like reels, pitches and experiments, doesn’t need a client. Projects and tasks marked Internal live on your internal board. They are never shown to a client and never invoiced. You choose "Internal" when you create the project or task. See Your first project.
Coming from the CRM?: If you track prospects in the CRM, you can turn a won lead straight into a client instead of creating it by hand.

### Your first project
URL: https://uprush.work/docs/getting-started/your-first-project
Create a project for a client or for your studio, fill in its brief, dates and value, and add the first tasks.
A project groups related tasks under one engagement, with its own scope, dates, files and money. You don’t have to use projects (tasks can live straight on a client’s board), but most studios find them the natural way to organize a job.

### Create the project
1. Open "Projects" in the dock and choose "New project". You can also press "⌘K" and pick "New project".
2. Choose who it’s for: "Client" (then pick the client) or "Internal" for your studio’s own work. With no clients yet, you’ll see two tiles: "Add your first client" and "Start an internal project".
3. Give it a "Name".
4. Add an "Objective (optional)" (one line on what success looks like) and a "Description (optional)" with scope and context.
5. Set a "Start date (optional)" and "Due date (optional)".
6. For client work, add the "Project value (optional)" (the full project price, which powers percentage invoicing later) and the "SOW number (optional)" (the client’s own SOW or PO number, printed on every invoice).
7. Pick a color, a "Type" (Client work or Pro bono), and how to "Start as": Draft or Active.
8. Optionally name who runs the project (the Dedicated Expert slot) and who manages the team on it (the Team Manager slot).
9. Choose "Create project".
Draft or Active?: A draft is yours alone: the client doesn’t see it in their portal yet. It activates on its own when work starts on one of its tasks, or you can choose "Activate" whenever you’re ready.

### Project types
Type | Meaning
Client work | Billable. Counts in every money total.
Pro bono | Given away. The value is optional and it is never invoiced.
Internal | Your own work. Kept out of client money. Internal projects get this type automatically.

### Add tasks
1. Open the project and choose "New task".
2. Optionally pick a template in "Start from template (optional)". The brief, deliverables and checklist come along too.
3. Give the task a "Title".
4. Check the "Type code" (2 to 4 letters, such as VID or GFX). It becomes the middle part of the task ID.
5. Set the "Priority", add "Tags", and an optional "Deadline (optional)".
6. Choose "Create task".
Each task gets an automatic ID built from your workspace prefix, the type code and a number, such as MF-VID-0001. A new task starts as a draft in the client’s queue (or on your internal board). Read more in Tasks and task IDs and Task statuses.

### Inside the project
A project page has tabs. Some appear only once there is something to show, or only for people who can see money.
Tab | What’s there
"Overview" | The brief, objective and key facts.
"Tasks" | Every task in the project, with a count.
"Timeline" | The project’s tasks and deadlines on a timeline. Appears once tasks have dates.
"Calendar" | The same dates on a month calendar.
"Money" | Project value, SOW, change orders and invoices, for roles that see client money. See Project value and SOW.
"Files" | Files attached to the project, such as the SOW or brand guidelines.

### Moving the project along
The main button on a project moves it to its next stage: "Activate" a draft, "Mark complete" an active project, "Resume" one that is on hold, and "Archive" a completed one. See Projects for every status and action.

### What happens next
1. Assign tasks to your team. Production crew see them in My work.
2. Track progress on the board.
3. When work is ready, hand it off and send it to the client for review.
4. Record the client’s approval and invoice the work.

### Getting around
URL: https://uprush.work/docs/getting-started/getting-around
The dock, search and quick actions with ⌘K, the avatar menu, and how navigation works on your phone.
UpRush keeps navigation in one place: the dock on the left of the screen. What appears in it depends on your roles, so a producer, a finance lead and a client each see a dock shaped around their own work.

### The dock
On a computer, the dock is a slim column of icons down the left edge. Rest your pointer on it and it widens to show labels. It folds back when you move to a new page.
- The top of the dock holds your main destinations, starting with "Dashboard".
- "Settings" sits at the bottom, for every internal member.
- The dock also holds search, the notification bell and your avatar.
- A small dot on an item means there is something unread inside it.
The exact list depends on your roles. For example, owners and admins see "CRM" and "Billing", production crew see "My work" and "Opportunities", and clients see their portal pages. The full table is in Roles and seats.

### Your dashboard
"Dashboard" is home. It’s different for every role: managers see work across the studio and a "New task" button, production crew see their assignments, finance sees the money, and clients see what is waiting on them. See Insights and dashboards.

### Search and quick actions
Press "⌘K" (or "Ctrl+K" on Windows) from anywhere, or select the search icon in the dock, to open search. Type to find things across the workspace. Search only returns what your role can see.
Group | What it finds
Recent | The last places you opened from search, shown before you type.
Tasks | Tasks by title, ID or description.
Projects | Projects by name.
Files | Files in tasks and the Library.
Clients | Client organizations.
Members | People in the workspace.
Create | Quick actions: "New project", "New task" and "New client", depending on your role.
Navigate | Every page in your dock, so you can jump anywhere by name.
- ⌘K: Open search (Ctrl+K on Windows)
- ↑ / ↓: Move through results
- Enter: Open the highlighted result
- Esc: Close search

### The avatar menu
Select your avatar in the dock to open the account menu.
- Your workspaces. Every workspace you belong to is listed with your roles there. Select one to switch.
- "New workspace" opens a workspace of your own. Clients see "Try UpRush for your team". See Create your workspace.
- "Take the tour" replays the short product tour.
- "Send feedback" writes to the UpRush team.
- View as (owners and admins) previews the app as another role or member. See View as.
- "Sign out".

### Notifications
The bell in the dock collects mentions, comments, assignments, status changes, approvals, files, deadlines and requests. Choose what reaches the bell and what reaches your inbox in "Settings" → "Notifications". See Notifications.

### On your phone
On a small screen the dock becomes a tab bar along the bottom. The first four destinations get their own tabs. Everything else, including "Settings" and your account, lives behind the "More" tab.

### The product tour
The tour is a short guided lap around the parts of UpRush your role uses. Start it any time from "Take the tour" in the avatar menu, or from "Replay the product tour" in "Settings" → "Your profile".

## Projects & tasks
Projects, tasks, statuses, the board and My Work.

### Projects
URL: https://uprush.work/docs/projects-and-tasks/projects
A project groups related tasks under one client engagement (or your studio's own work), with its own status, dates, value and files.
Tasks are where the work happens. Projects are how you keep a run of tasks together: a launch campaign, a rebrand, a season of social content. A project belongs to one client (or to your studio, for internal work), carries a status of its own, and rolls up progress, dates, money and files from every task inside it.

### Create a project
1. Open "Projects" in the dock and select "New project".
2. Choose where it starts: "Client" for client work, or "Internal" for your studio's own work. Pick the client from the "Client" list, or add one on the spot with "+ New client".
3. Give it a "Name". Everything else is optional: "Objective (optional)" (one line on what success looks like), "Description (optional)", "Start date (optional)" and "Due date (optional)".
4. For client work, add a "Project value (optional)" (the full project price, which powers percentage invoicing later) and a "SOW number (optional)" if the client has its own SOW or PO number. That number prints on every invoice.
5. Pick a color, a "Type" and how it starts in "Start as": "Draft" or "Active".
6. Optionally name who runs it and who manages the team on it. These two slots use your workspace's own role names (by default Dedicated Expert and Team Manager).
7. Select "Create project". The project opens straight away.
Drafts wake up on their own: A draft is yours alone: the client cannot see it. The first time any task on a draft project is assigned (or moves further along), the project flips to "Active" automatically, so you never have to remember to launch it.

#### Project types
Type | What it means
"Client work" | Billable. Counts in every money total.
"Pro bono" | Given away. Value optional, never invoiced.
"Internal" | Your own work. Kept out of client money.
Internal projects live on your studio's own board (labelled "Internal"), so in-house work gets the same tasks, deliverables and timeline as client work without ever touching a client's portal or numbers.

### Project statuses
- Draft: Being set up by your team. Invisible to the client.
- Submitted: A client sent this in from their portal and it is waiting for you.
- Awaiting review: Your team is looking at a submitted project before activating it.
- Active: Work is underway.
- On hold: Deliberately paused.
- Completed: Wrapped up.
- Archived: Filed away, out of the default list.
Managers move a project through its life from the actions row on the project page. The main button always names the next step:
- Draft: "Activate".
- Submitted or Awaiting review: "Review & activate", plus "Mark under review" to signal you are looking at it.
- Active: "Mark complete", with "Put on hold" beside it.
- On hold: "Resume".
- Completed: "Reopen project" (it returns to Active and the client is notified), "Archive project", and "Ask for a testimonial" (see Testimonials).
- Archived: "Unarchive" puts the project back exactly where it was before you archived it.

### The project page
The header shows the project name, status, the people slots, the objective, "Start", "Due" and "Created" dates, the project value, and a progress ring. Progress is deliverable-aware: a task halfway through its deliverables lifts the ring even before the task itself is done.
Below the header, tabs appear only when they have something to show:
Tab | What you find there
"Overview" | The delivery schedule, the description and a deadline timeline.
"Tasks" | Every task on the project, grouped by internal status so you see where work really is.
"Timeline" and "Calendar" | Two views of the same dates. They appear once something on the project is dated.
"Money" | Project value, change orders and the SOW. See Project value and SOW.
"Files" | Files across the project. See The Library.
From the actions row you can also "Edit" the project, "Attach tasks" that already exist, or create a "New task" directly inside it. Owners and admins can delete a project; its tasks stay put and simply lose their project link.

### The Projects hub
"Projects" in the dock lists everything you can see. Use "Search projects", the status pills ("All", "Active", "Draft", "On hold", "Completed", "Archived"), a client filter and a sort ("Newest first", "Recently updated", "Name", "Client", "Status", "Next deadline").
- "Grouped" shows one collapsible section per client. "All projects" shows one flat list, with the client named on every row.
- "Cards" and "Compact" switch the row density.
- "Collapse all" and "Expand all" fold every client group at once.
What clients see: Clients see their own org's projects in the portal, never drafts, and never internal statuses, internal deadlines, costs or contractor details. Clients can also submit a project from their portal; it arrives as "Submitted". See Client requests.
Next: Tasks and task IDs, or see a project from scratch in Your first project.

### Tasks and task IDs
URL: https://uprush.work/docs/projects-and-tasks/tasks-and-task-ids
The task is the unit of work in UpRush: one request, its brief, its deliverables, its conversation and its history, all under a readable ID like MF-VID-0042.
Every piece of work in UpRush is a task. A task belongs to one client (or to your studio's "Internal" board), can sit inside a project, and carries everything the job needs: a description and brief, deliverables, a checklist, dependencies, files, two comment streams, and a full activity log.

### Reading a task ID
Every task gets a reference the moment it is created, in three parts: your workspace prefix, a type code, and a number. In MF-VID-0042, MF is the workspace's "Task ID prefix", VID is the type code, and 0042 means it is the 42nd VID task in the workspace. Each type code counts on its own, so your first graphics task is GFX-0001 even if you already have dozens of videos.
- The prefix is 2 to 4 letters, set at onboarding and editable in "Settings" → "Workspace" under "Task ID prefix". Changing it only affects new tasks; existing tasks keep the prefix they were created with.
- The type code is 2 to 4 letters (for example VID or GFX), chosen per task. Tasks default to GEN.
- IDs are searchable: press ⌘K and type an ID to jump straight to it.

#### Changing a type code
1. On the task page, open "More actions" (the three-dot button).
2. Choose "Change type code…".
3. Type the new 2 to 4 letter code and select "Save".
WARN: Changing the type code re-numbers the task under the new code. Its reference and page address both change, so old links to the previous ID will no longer point to it.

### Create a task
1. Select "New task" on a client's board, on a project page, or from ⌘K.
2. Optionally pick "Start from template (optional)". The template's brief, deliverables and checklist come along too, and it sets the type code.
3. Enter a "Title", pick the client (or add one with "+ New client"), and optionally a "Project (optional)".
4. Set the "Type code", "Priority", "Tags" and "Deadline (optional)".
5. Select "Create task". The task lands in the client's Queue.
Clients create tasks too, from their portal's "New request" button. Those arrive in the Queue like any other task. See Client requests.

### The task page
The header shows the ID, the title (click to edit), the internal status, a "Client sees:" chip showing the status the client sees, priority and health. Below it, a summary strip states the next step in plain words, shows the due dates and the lead assignee, and holds the status control.
- Priority cycles "Low", "Normal", "High", "Urgent" when you click it. High and Urgent are flagged on board cards.
- Health cycles "On track", "At risk", "Blocked".
- A "Blocked" chip also appears automatically when the task depends on another task that is not finished yet.

#### Tabs
Tab | What it holds
"Deliverables" | The pieces of work this task produces, each with its own stage. See The deliverable trackline.
"Overview" | Description, brief (Objective, Audience, Key message, Specs, Definition of done and more), checklist and dependencies ("Blocked by" and "Blocks").
"Messages" | The internal and client conversations. See Comments and mentions.
"Files" | Storyboards first, then every file on the task.
"Activity" | The full history of who did what, and when.

#### The sidebar
- People: assignees, with one marked as lead. Managers use "Assign" to add people, and can ping a production assignee with "Ping about activity" (an optional note, once per 24 hours).
- Dates: "Deadline" (the date the client sees) and "Internal" (locked, never shown to clients), plus "Completed", "Preferred", "Requested" and "Started".
- Revisions: "Round 1 of 2 included" style tracking, with "Current round" and "Rounds included" steppers for managers.
- Reviewers: outside reviewers who get a personal no-login review page. See Guest review links.
Production sees a focused page: Production members see the internal deadline as their due date and never the client-facing deadline, and their status control only offers the next step in their own workflow. See Task statuses.

### More actions
Managers find these under "More actions":
- "Duplicate…" makes a fresh copy in the Queue. Choose what to carry over: "Brief", "Deliverables" (statuses reset), "Checklist" (unchecked), "Assignees" and "Dates". Comments and files never copy.
- "Save as template…" turns this task's shape into a reusable template (manage them in "Settings" → "Templates").
- "Change type code…" re-numbers the task, as above.
- "Archive" takes the task off every board and list. Unarchive it from the task page at any time.
- "Delete task" removes it permanently. Only owners, admins and dedicated experts can delete, and it cannot be undone.
Next: learn how a task moves in Task statuses.

### Task statuses
URL: https://uprush.work/docs/projects-and-tasks/task-statuses
Every task has two statuses: a detailed internal one your team works with, and a simpler one the client sees. UpRush keeps them in step automatically.
Studios need to know exactly where a job is: waiting on a quote, in production, in internal review, out with the client. Clients only need to know whether it is queued, moving, waiting on them, or done. UpRush gives every task both. Your team works with the internal status; the client sees the client status, which is always derived from it. Clients never see internal statuses.

### Internal statuses
Managers pick these from the status control on the task page, grouped as Planning, Production, Review and Terminal.
- Draft: Complete the brief and mark Ready for planning.
- Needs information: Waiting on info from the client.
- Ready for planning: Plan the work and confirm scope.
- Ready for quote: Prepare and send the quote.
- Awaiting assignment: Assign a production member to start.
- Assigned: Waiting for production to pick this up.
- In progress: Work in progress.
- Internal review: Review the work internally.
- Client review: Waiting on client review.
- Needs revisions: The client asked for changes. Set by the client, not picked by hand.
- Finalization: Final touches before delivery.
- Approved: Approved. Prepare final delivery.
- Completed: All done.
- On hold: Paused. Resume when ready.
- Cancelled: Cancelled.

### What the client sees
- Queue: Requested, not started yet.
- Active: Taken on by the team.
- In progress: Being worked on.
- Ready for review: Waiting on the client to approve or request changes.
- Needs revision: The client asked for changes.
- Approved: The client approved it.
- Completed: Done and delivered.
- On hold: Paused.

#### How internal maps to client
Internal status | Client sees
Draft, Needs information, Ready for planning, Ready for quote, Awaiting assignment | Queue
Assigned | Active
In progress, Internal review, Finalization | In progress
Client review | Ready for review
Needs revisions | Needs revision
Approved | Approved
Completed | Completed
On hold, Cancelled | On hold
The task header always shows both: the internal status as the main label, and a "Client sees:" chip next to it. On your studio's internal board there is no client, so that chip is hidden.

### Who can move a task

#### Managers
Owners, admins, team managers and dedicated experts can set any internal status from the task page, and drag cards between any columns on a client's board. Dragging a card to Approved or Completed on the board also sets the matching internal status.

#### Production
Production members move their own work forward on My Work or from the task page, where the control is labelled "Next step". Their moves are:
From | To
Assigned | In progress
In progress | Internal review
Internal review | In progress (another pass)
Needs revisions | In progress

#### Clients
Clients only make a handful of moves, and only on their own board:
From | To | Notes
Queue | Active | Only if their active task limit has room.
Active | Queue | Frees a slot so they can pull in something else.
Ready for review | Approved | With "Approve" on the task page.
Ready for review | Needs revision | With "Request changes" on the task page, which starts the next revision round.
Needs revision | Active | 
NOTE: These rules are enforced by UpRush itself, not just hidden in the interface. If a move is not allowed for your role, the card snaps back and you see a short explanation.

### The review loop
1. Production works the task and moves it to Internal review.
2. A manager checks it. If it needs work, "Request changes" (shown at Internal review and Finalization) takes written feedback, notifies the assignees, and moves the task back to In progress. You can send specific deliverables back at the same time.
3. When it is ready, a manager sets Client review. The client sees Ready for review with "Approve" and "Request changes".
4. If the client requests changes, the task becomes Needs revisions and the revision round goes up by one. Production picks it back up.
5. Once approved, the team finishes delivery and marks it Completed.
While a task waits on the client (Ready for review or Needs revision), managers can nudge them with "Remind client", once every 24 hours. Many studios also review deliverable by deliverable instead of the whole task at once; see Handing off and sending.

### The board
URL: https://uprush.work/docs/projects-and-tasks/the-board
Each client gets a kanban board: tasks flow from Queue to Completed, and dragging a card changes its status for everyone in real time.
The board is the heart of UpRush. Every client organization gets its own board, created automatically when you add the client, and your studio gets one for internal work. Columns follow the client-visible status, so the board you look at and the board your client looks at tell the same story, while each card keeps its internal detail for your team.

### Finding a board
Select "Boards" in the dock (it reads "Board" when you have a single client) to see every client you can access, A to Z, with your studio's internal board last. Each tile shows how many tasks are in flight and a dot when there are unread messages. With only one client, UpRush opens that board directly.

### Columns
Column | What sits there
"Queue" | Requests waiting to be picked up, in priority order.
"Active" | Work the team has taken on. Cards whose true status is In progress or On hold also live here, with a small badge saying so.
"Client Review" | Work waiting on the client to approve or request changes. On your internal board this column reads "Review".
"Needs Revision" | Work the client sent back.
"Approved" | Signed off by the client.
"Completed" | Finished and delivered.

### Moving cards
1. Drag a card to another column to change its status, or within a column to reorder it.
2. While you drag, columns you cannot drop into dim, so you always know which moves are allowed.
3. Drop the card. The change saves immediately and everyone looking at the board sees it move.
Managers can move cards anywhere. Clients see the same board in their portal and can only make their own moves (see Task statuses). Production members work from My Work instead, which runs on internal statuses.
Active slot is full: If a client tries to pull a task into Active while they are at their limit, the card returns and they see "Active slot is full. Complete or return a task first". See Active task limit.

### Reading a card
- The task ID and title.
- A flag for High or Urgent priority.
- Assignee avatars.
- Message and file counts, and a pink dot when there are messages you have not read.
- A due pill: amber when the deadline is close, red when it has passed.
Use the "Full" and "Minimal" switch above the board to choose between detailed cards and a compact list that fits more on screen. Your choice is remembered.

### Adding and archiving
- "New task" in the board header, or the plus button on a column, creates a task on this client's board.
- Hover a card in Approved or Completed to reveal "Archive task".
- "Archive all completed" on the Approved or Completed column tidies the whole column at once. Archived tasks leave every board and list; you can unarchive any of them from its task page.
TIP: Not seeing a client's board? If your workspace limits what some roles can see, ask an owner or admin to put you on the client or project. See Scoping switches.

### My Work
URL: https://uprush.work/docs/projects-and-tasks/my-work
My Work is your personal board: every task you are assigned to, across every client, in columns that follow the internal workflow.
Client boards answer "where is this client's work?". My Work answers "what is on my plate?". It gathers every task you are assigned to, from every client you work with, onto one board ordered by deadline. It is built for production members (it sits in their dock as "My work"), and managers can open it too.

### Columns
Column | What it means for you
"Assigned" | New to you, not started yet. Tasks still being planned or on hold also land here so nothing assigned to you ever goes missing.
"In progress" | You are working on it (Finalization tasks sit here too).
"Internal review" | Handed to your managers to check.
"Client review" | Out with the client.
"Needs revisions" | The client asked for changes. Pick it back up.
"Approved" | Signed off.
"Completed" | Done.
Cancelled and archived tasks never appear.

### Moving your work
1. Drag a card from "Assigned" to "In progress" when you start.
2. When it is ready for a check, drag it to "Internal review". Your managers see it waiting.
3. If your manager wants another pass, it comes back to "In progress" (you can also drag it back yourself).
4. When a client asks for changes, the card appears in "Needs revisions". Drag it to "In progress" to start the next round.
Those are the only moves production can make, and the board dims every column you cannot drop into. Client review, Approved and Completed are set by your managers and the client. You can make the same moves from the "Next step" control on the task page.
Your deadline is the internal one: Cards on My Work show the internal deadline your managers set for you, never the date promised to the client. On the task page the same date appears as your "Due" date.

### Tips
- Use "Full" or "Minimal" to change card density.
- Each card names its client, so you can tell similar jobs apart at a glance.
- For deliverable-by-deliverable work, open the task and use "Hand off for review" on each deliverable. See Handing off and sending.
- Production members also get a dashboard, opportunities and pay pages. See Your work.
Nothing on the board yet? It reads "Nothing assigned to you right now". New assignments land here the moment a manager adds you to a task.

### Comments and mentions
URL: https://uprush.work/docs/projects-and-tasks/comments-and-mentions
Every task has two conversations: an internal stream clients never see, and a client stream you share with them. Mention people with @ to pull them in.
The "Messages" tab on a task holds its conversation, split into two streams that are impossible to confuse. The Internal stream is for your team only: clients never see it, it is simply never shown to them. The Client stream is the conversation you share with the client. Both update live, show who is typing, and mark new messages with a dot until you have read them.

### The two streams
- Switch between "Internal" and "Client" at the top of the tab. Each shows a count, and a dot when something new arrived in the other one.
- Above the composer, a label states plainly where you are writing: "Internal only" (clients never see this stream) or "Visible to client" (the client will see this).
- The internal stream also carries a distinct marker down its left edge, so you can tell at a glance which one you are in.
- Clients only ever see the client stream, titled for them as their conversation with your team.
WARN: Before posting anything about costs, contractors, internal deadlines or quotes, check the label above the composer reads "Internal only".

### Post a comment
1. Open the task's "Messages" tab and choose the stream.
2. Write your message. Type @ to mention someone, then pick them from the list.
3. Paste, drop or attach images (up to 4 per comment, 10 MB each).
4. Select "Post".

### Mentions
A mention notifies that person directly. In the internal stream you can mention your team. In the client stream you can mention your team and the client's members. Notifications for mentions and comments link straight to the conversation, landing on the first message you have not seen. See Notifications.

### Working with a comment
Hover a comment to reveal its actions:
Action | Who | What it does
"Reply" | Everyone | Replies stay in the same stream, one level deep.
"React" | Everyone | Adds an emoji reaction.
"Create task" | Your team | Turns the comment into a new task on the same client and project, with a link back to the message.
"Edit" | The author | Edits the text. Edited comments are marked.
"Pin" | Managers | Pins an important comment.
"Resolve" | The author or a manager | Marks a thread as resolved; "Reopen" brings it back.
"Delete" | The author or a manager | Removes the comment after you confirm.
Notes travel with the work: When production hands a deliverable off for review, or a manager sends one back, the note they write is posted to the internal stream automatically, so the whole thread keeps it.
For conversations that are not about one task, use Messages. For feedback pinned to a frame, a timecode or a spot on an image, use the review viewer.

### Active task limit
URL: https://uprush.work/docs/projects-and-tasks/active-task-limit
Each client has an active task limit: how many of their tasks can be in production at once. It keeps subscription and retainer clients pulling from a queue instead of piling on.
Many creative studios sell capacity: one request at a time, two at a time, and so on. The active task limit turns that promise into a rule. A client can add as many requests to their Queue as they like, but they can only have so many in production at once. When something finishes, a slot opens and they pull in the next one.

### How it works
- The limit counts the client's tasks in Active or In progress. Archived tasks never count.
- When the client moves a task from Queue to Active (or back to Active from Needs revision) and the count is already at the limit, the move is refused.
- They see "Active slot is full. Complete or return a task first". They can move an Active task back to Queue to free a slot and swap something else in.
- Approved, Completed, Client Review and Needs revision tasks do not use a slot, so a client is never blocked by work waiting on their own review.
- The limit governs what the client can pull into production themselves. Your managers can still move work into Active from the board when they decide to.
When a client pulls a task out of planning into Active, its internal status moves to Assigned so your team sees it is ready to staff. Moving it back to Queue sets it to Awaiting assignment.

### Set or change the limit
1. Go to "Settings" → "Clients".
2. Find the client and select "Edit".
3. Set "Active task limit" (tasks a client can have in production at once). Any whole number from 0 to 100 works.
4. Select "Save changes".
New clients start with a limit of 1. You can also set it when you first create the client, in the "New client" dialog or in the setup wizard. Each client row in Settings shows its current limit, for example "1 active task max".
A limit of 0: Set the limit to 0 and the client can still add requests to their queue, but only your team decides what moves into production.

### What the client sees
The limit shows up on the client's portal dashboard. With "Dashboard mode" set to "Subscription", the "Active" block reads as a count out of the limit (for example 1 of 2) with "Slot available" or "All slots in use" underneath. With "Projects" mode the block just counts active work, but the limit still applies to the client's own moves. See The client portal.
Dashboard mode | Best for
"Subscription" | Retainer and unlimited-design style clients: plan details, slots and "completed this period" up front.
"Projects" | Project-based clients: upcoming deadlines and recently completed work up front.
Related: Add a client, Retainers and subscriptions.

## Deliverables
The deliverable trackline: handing off, sending for review, approvals and delivery.

### The deliverable trackline
URL: https://uprush.work/docs/deliverables/the-trackline
Every deliverable on a task travels the same five stops, from Working to Delivered. The trackline shows where each one stands, and the row offers exactly the next move.
A task is the request; deliverables are the things you actually hand over. A social campaign task might carry a hero video, three cutdowns and a set of stills. Each one is a row on the task's "Deliverables" tab, and each row moves on its own, so one cutdown can be approved while another is still in production.

### The five stops
- Working: Work is in flight.
- Internal review: Handed off. Someone in the studio owes a reply.
- With client: Sent for client review. The client owes a reply.
- Approved: The client said yes.
- Delivered: Final delivery is done.
A deliverable that a manager has paused shows "On hold" in grey on the first stop instead of Working. It has not moved anywhere, so the trackline keeps its five stops. See Deadlines, holds and rounds.

### Reading a row
- Line one: the name, the latest attachment, the row's actions and a menu.
- Line two: one sentence about where it stands, for example "Handed off by Sam", "With the client · sent Oct 2" or "Delivered · Oct 6". Then the deadlines, the revision round and the assignees.
- Line three: the trackline itself. The current stop is highlighted, earlier stops are mint, and later stops are grey.
Select a row to expand it. Inside you will find its details ("Name", "Qty", "Format", "Dimensions", "Notes"), its deadlines, its revision rounds, its assignees and its "Attachments". With two or more deliverables, a progress bar at the top counts how many are delivered.

### Add a deliverable
1. Open the task's "Deliverables" tab and select "Add" (or "Add the first deliverable" on an empty task).
2. Fill in the name and, optionally, quantity, format, dimensions and notes.
3. Managers can set the "Client deadline", the "Internal deadline", "Rounds included" and the assignees right away.
4. Select "Add deliverable".
Edit any of it later with "Edit details" in the row's menu. Templates can create deliverables for you when a task starts from one.

### One action per row
The row offers the move that makes sense for who you are and where it stands. The primary move is marked with a small pink dot.
Stage | Production (named on the work) | Managers
Working | "Hand off for review", attach files | "Send to client"
Internal review | "Take back", attach files | "Send to client", "Send back to production"
With client | Nothing (uploads pause while the client looks) | "Withdraw from client"
Approved | Attach the final master | "Mark delivered"
Delivered | Attach files | The end of the line
The row menu adds "Record client approval…" (before approval), "Reopen" (after approval), "Put on hold" and "Resume" for managers, and "Remove". Removing a deliverable keeps its attachments in the Library.

### What the client sees
Clients see a simpler four-stop line on their task page: "In progress", "With you", "Approved", "Delivered". Working, Internal review and On hold all read as In progress, so a client never learns about internal handoffs or paused work. They only see files you have shared with them, and only the client deadline, never the internal one.
- In progress: Your team is working on it.
- With you: Ready for their review.
- Approved: They approved it.
- Delivered: Delivered.
NOTE: Deliverables move independently of the task's own status. Sending one deliverable to the client does not change where the task stands, and approving one does not approve the rest. See Task statuses for the task-level loop.
Next: Handing off and sending.

### Handing off and sending
URL: https://uprush.work/docs/deliverables/handing-off-and-sending
Production hands work to a manager for internal review; a manager sends it to the client. Both steps are one click, and nothing reaches the client until a manager sends it.
Two handoffs move a deliverable out of the studio. First, the person who made it says "I'm done, take a look" (the handoff). Then a manager decides it is ready and sends it to the client. UpRush keeps those as separate steps so nothing half-finished ever lands in a client's inbox.

### Hand off for internal review
Production members can hand off a deliverable they are named on, either as an assignee of the task or of the deliverable itself. Managers can hand off too, when covering someone's desk.
1. Attach your work to the deliverable (the hand-off button stays disabled with "Attach something first" until there is a file or link).
2. Select "Hand off for review" on the row.
3. Optionally add a note in the "Anything the reviewer should know?" box. It posts as an internal comment on the task.
4. Select "Hand off". The deliverable moves to Internal review and the client's dedicated expert is notified (or your managers, if no one holds that slot).
Nothing reaches the client during a handoff. Changed your mind? "Take back" returns the deliverable to Working.

### Send it back to production
1. On a deliverable in Internal review, select "Send back to production".
2. Write what needs another pass. The note posts as an internal comment so the whole thread keeps it.
3. Confirm. The deliverable returns to Working and the producer is notified.

### Send to the client
Managers send from Working or Internal review (sending from On hold resumes it at the same time).
1. Select "Send to client" on the row. The "Send for client review" dialog opens.
2. Check "The client will see": every attachment is listed. Internal files are ticked by default, which shares them with the client as part of the send. Untick anything that should stay internal. Files already shared show "Shared" and stay shared.
3. Decide on the email. By default the client's members get an email with a review link. Tick "Skip the email this time" if you have already told them (they still see it in their portal and notifications).
4. Select "Send for review". The deliverable moves to With client.
The client now sees "Approve" and "Request changes" on that deliverable in their portal. The rest of the task is unaffected. If you send with nothing shared, UpRush warns you first, since the client would have nothing to look at; you can still send and share files afterwards.
Share first, then email: UpRush shares the files before it sends the email, so the client never clicks through to an empty review. If a file could not be shared, you will see "Sent, but some files stayed internal. Share them from the file row."

### Send several at once
1. On a task with two or more deliverables, select "Select" at the top of the list.
2. Tick the deliverables to send, up to 20 at a time. Rows already with the client or approved cannot be ticked.
3. Select "Send for review" in the bar at the bottom of the screen.
4. Review the dialog (files are grouped by deliverable) and confirm. The client receives one email listing everything.

### Withdraw from the client
Sent something by mistake, or need to swap a file? On a deliverable that is With client, select "Withdraw from client". The client loses the Approve and Request changes buttons for it, and the deliverable returns to Working. Production uploads pause while a deliverable is with the client, which is one more reason to withdraw before replacing work.
NOTE: Production uploads start internal. Sharing them with the client is a manager's call, made in the send dialog or from the file row. See The Library.
Next: what happens when the client answers, in Approvals.

### Approvals
URL: https://uprush.work/docs/deliverables/approvals
Clients approve or request changes from their portal, deliverable by deliverable or for a whole task. When they say yes on a call instead, you can record it.
An approval is the client's sign-off, and UpRush keeps a record of every one: who decided, when, and what they said. Most approvals happen in the client portal. Some happen on a call or in an email thread, and those can be recorded by your team so the history stays complete.

### Approving a deliverable (client)
1. The client opens the task from their dashboard (under "Waiting on you") or from the email.
2. On the deliverable, they review the shared files (opening them in the review viewer to leave pinned notes if they like).
3. They select "Approve". An optional comment goes to the team with it.
The deliverable moves to Approved. Its assignees and the dedicated expert are notified. Other deliverables on the task are unaffected.

### Requesting changes (client)
1. The client selects "Request changes" on the deliverable.
2. They write what should be different. Feedback is required.
3. They select "Send feedback".
The deliverable goes back to Working and its own revision round goes up by one. The team is notified with the feedback.

### Approving a whole task
When a manager moves the whole task to Client review, the client sees it as "Ready for review" with the same "Approve" and "Request changes" buttons for the task as a whole. Approving moves the task to Approved and the team wraps up final delivery. Requesting changes moves it to Needs revision and starts the next revision round on the task. See Task statuses.

### Record client approval
Clients approve on calls, in emails and in hallways. Managers can record those decisions so the work does not sit in limbo.
1. Open the deliverable's menu and choose "Record client approval…".
2. Read the confirmation. If the deliverable is with the client, this records that they approved it by phone or email. If it was never sent, it marks it reviewed and approved on the client's behalf, and no email is sent to the client.
3. Select "Record approval".
A recorded approval counts as the client's sign-off and is logged in your name, so the history always shows who recorded it. It is available from Working, On hold, Internal review or With client.

### After approval
- "Mark delivered" moves an approved deliverable to Delivered once the final files are out.
- "Reopen" (in the row menu) sends an approved or delivered deliverable back to In progress for another round. The client's approval stays in the history, and reopening does not count as a revision round by itself.
Guest reviewers: People you add as reviewers on a task get a no-login review page with Approve and Request changes too. Their responses are recorded and your team is notified, but they never change a status by themselves. See Guest review links.
For approvals on money (proposals, change orders and contracts), see Proposals, Change orders and Contracts and e-signing.

### Deadlines, holds and rounds
URL: https://uprush.work/docs/deliverables/deadlines-holds-and-rounds
Each deliverable has a client deadline and a private internal one, can be put on hold, and tracks its own revision rounds. UpRush reads all three honestly, so a met deadline never shows as overdue.
Studios run on two calendars: the date promised to the client, and the earlier date the team actually works to. UpRush gives every deliverable both, keeps the internal one away from clients, and works out on its own whether each date has been met.

### Two deadlines
Deadline | Who sees it | Who sets it
"Client deadline" | Your team and the client. Production does not see it. | Managers
"Internal deadline" | Your team only, marked with a lock. Never shown to clients. | Managers and production working the task
Set both when you add a deliverable, or later under "Edit details". Tasks have the same pair in their sidebar ("Deadline" and "Internal"). Production members always see the internal date as their due date.

#### How a deadline reads
Situation | What the internal deadline shows
The deliverable is With client, Approved or Delivered | Met. The work went out, so it can never turn overdue afterwards.
The deliverable is on hold | Paused. Never overdue while held.
It came back from the client and the date belongs to the earlier round | "Round 2 · set a deadline", a prompt to pick a new date rather than a false overdue.
The date is today or within the next two days | Due soon (amber).
The date has passed | Overdue (red).
The client deadline is simpler. It counts as met only once the deliverable is Approved or Delivered, because that is what the client was promised.

### Put a deliverable on hold
1. In the deliverable's menu, choose "Put on hold". It is available while the deliverable is Working or in Internal review.
2. The first stop of the trackline turns grey and reads "On hold", and the row says since when.
3. To continue, choose "Resume", or simply send it to the client, which resumes it automatically.
- Production still sees the "Hand off for review" button on a held deliverable, but it is disabled with "On hold". They can keep attaching files while they wait.
- Only managers can hold or resume.
- Clients never see a hold. In the portal a held deliverable simply reads In progress.

### Revision rounds
Revision rounds track how many rounds of changes are included and how many have been used. They exist on the task (in the "Revisions" sidebar section) and on each deliverable ("Rounds included" and "Current round").
- When a client requests changes on a deliverable, that deliverable's round goes up by one.
- When a client requests changes on the whole task, the task's round goes up by one.
- Reopening an approved deliverable does not count as a new round by itself.
- Managers can adjust either number at any time, for example to grant an extra round.
Clients see the task's round on their task page as "Revision round 1 of 2" when rounds are included. Rounds are a useful prompt for a change order when a client wants more than was agreed.
TIP: Deliverable deadlines also appear on the calendar, the timeline and the project schedule, and they read the same way everywhere. See Calendar and timeline.

## Review
Frame-accurate review of video, audio, images and PDFs, with versions and guest links.

### The review viewer
URL: https://uprush.work/docs/review/review-viewer
Open any image, video, audio file or PDF in a full-screen viewer, leave notes pinned to the exact spot or moment, and keep internal chatter apart from what the client sees.
The review viewer is where creative work gets looked at and talked about. It takes over the whole screen so nothing competes with the frame: the artwork sits on a dark stage on the left, and the Notes rail runs down the right. Every note can carry a position (a pin on an image, a timecode on a cut, a section of a mix, a page of a PDF), so feedback lands exactly where it belongs instead of in a paragraph somebody has to decode.

### Opening a file for review
Images, video, audio and PDFs open in the viewer. Everything else (a zip, a source file, a link) downloads or opens as usual. You can get there from several places:
- On a task’s Files tab, use the "Open review" icon on a file row.
- On a deliverable, click a reviewable attachment. See Handing off and sending.
- In the Library, click any card or row you can look at. Files that can’t be reviewed open in a quick preview instead.
- From a notification about a file. Clicking it takes you straight to the asset.
- Clients open the same viewer from their portal, scoped to what they’re allowed to see. See The client portal.
To leave, use the back arrow, the "Close review" button, or press Esc. You return to the screen you came from.

### What’s in the top bar
Control | What it does
Back arrow | Returns to where you opened the file from.
File name and meta | The file name, the task ID it belongs to, and the size and file type of the version on screen.
Version pill (for example v3) | Switches between versions. Managing roles also get "Upload new version…" here. See Versions and compare.
"Compare" | Appears once a file has two or more versions. Puts two versions side by side or under a wipe.
Review status chip | The file’s review status. Shown to your team only.
"Request changes" and "Approve" | Set the file’s review status. Owners, Admins, Team Managers and Dedicated Experts only.
Share | Opens "Share this asset" to create a no-login link. See Guest review links.
Download | Downloads the original file of the version on screen.
Help | Replays the short tour of the viewer.
"Close review" | Leaves the viewer.

### The Notes rail
The rail lists every note on the version you’re looking at, oldest first, with a count beside the Notes heading. Notes that carry a pin are numbered, and the number on the rail matches the disc on the artwork. Each author has their own identity color, so the bullet beside a note, its pin and its mark on the timeline all share one color.
Your team sees a two-way toggle at the top of the rail: "Internal" and "Client". Each is its own stream. Under the toggle a hint reminds you which one you’re in: "Only your team sees this stream." or "The client sees everything in this stream." Clients only ever see the Client stream; they never see internal notes.
Check the stream before you post: A note posts to whichever stream is active. Switch to "Internal" for anything the client shouldn’t read, such as costs, contractor questions or internal deadlines.
Resolved notes collapse into their own group at the bottom so the open list stays short. Notes left on earlier or later versions appear, dimmed and read-only, under "Notes from other versions" with a version chip, so nothing from a previous round gets lost.

### Leaving a note
1. Make sure the right stream is selected ("Internal" or "Client").
2. Give the note a position if you want one: drop a pin on an image or PDF page, draw on the frame, pause a cut at the right moment, or drag across a section of a waveform. See Drawing and annotations.
3. Type in the composer at the bottom of the rail. Type @ to mention a teammate; they get notified.
4. Post it. The note appears on the rail, and its pin, tick or drawing appears on the stage.
Changed your mind about the position? The chip above the composer (for example "Pin at 42%, 31%" or "At 0:12") has a small ✕ to drop it and post the note about the whole file instead.

#### Working with notes
Action | Who can use it
"Reply" | Anyone who can comment on the file.
"Create task" | Your team. Turns the note into a new task so the fix gets tracked.
"Edit" | The note’s author.
"Resolve" / "Reopen" | The author, or an Owner, Admin, Team Manager or Dedicated Expert.
"Delete" | The author, or an Owner, Admin, Team Manager or Dedicated Expert. The note’s pin and drawing go with it.
Notes arrive live. If a teammate or the client posts while you have the file open, their note appears without a refresh.

### Review status
Every file carries a simple review status your team can use to track where a piece stands:
- No review: Nothing has been asked of anyone yet. The default for a new file.
- Review pending: The file is waiting for eyes.
- Changes requested: Someone asked for changes with "Request changes".
- Approved: Signed off with "Approve".
Owners, Admins, Team Managers and Dedicated Experts set it with "Approve" or "Request changes" in the viewer, or from the file row menu on a task’s Files tab under "Review status". The chip is an internal record: clients don’t see it.
File status vs. client approval: A client’s formal sign-off happens on the deliverable, not on the file. When a deliverable is with the client, they approve it or request changes from their portal. See Approvals.

### Who sees what
Viewer | Streams | Can approve, share, upload versions
Owner, Admin, Team Manager, Dedicated Expert | Internal and Client | Yes
Production Team | Internal and Client, on files they can see | No
Client | Client only | No (clients approve deliverables instead)
Guest with a link | Client only, latest version only | No

### Files a browser can’t play
Some professional formats, like ProRes, can’t play in a browser. When that happens the stage says "This format can’t preview in a browser." Owners, Admins, Team Managers and Dedicated Experts get an "Add a review copy" button: upload an MP4 or WebM export (up to 500 MB) and the round happens on that copy. The player shows a small "Review copy · master is MOV" label so nobody mistakes it for the master, and downloads still get the original file.
Without a review copy, people can still comment on the file from the rail; they just can’t draw on it.

### Keyboard
- Esc: Peels one layer at a time: exits compare, then puts down the active tool, then discards an unposted drawing, then closes the viewer.
Each media type adds its own shortcuts. See Video review, Audio review and Images and PDFs.

### Video review
URL: https://uprush.work/docs/review/video-review
Step through a cut frame by frame, leave notes stamped to the exact timecode, draw on a frame, and set the thumbnail everyone sees.
Video opens in UpRush’s own player, built for review rather than for watching. The scrub track doubles as the round’s timeline: every note tied to a moment shows up as a tick in its author’s color, so you can see where the feedback clusters before you read a word of it.

### The player
Control | What it does
"Play" / "Pause" | Starts and stops playback.
"Previous frame" / "Next frame" | Steps one frame at a time. UpRush measures the clip’s frame rate so steps land on real frames.
Timecode | Shows the current position and the duration, down to the frame.
Scrub track | Click or drag to seek. Hover it to preview the frame under your cursor before you jump.
Note ticks | Each tick on the track is a note. Hover to read a snippet, click to jump there and open the note.
"Playback speed" | Plays at 0.5×, 1×, 1.5× or 2×.
Volume | Hover the speaker for a fader. Your level is remembered between files and versions.
"Fullscreen" | Fills the screen with the frame and the controls.
"Set thumbnail" | Picks the frame that represents this cut everywhere. Managing roles only.

### Leaving a timed note
1. Play or scrub to the moment you want to talk about, or step to the exact frame with the arrow keys.
2. Press C (or click into the composer). The note is stamped with the current timecode, shown as a chip such as "At 0:12".
3. Type your note. Type @ to mention a teammate.
4. Post it. A tick appears on the scrub track at that moment.
Want the note to be about the whole cut instead? Click the ✕ on the timecode chip ("Drop the timecode") before posting.
Notes with a timecode show it on the rail. Click it ("Jump to this moment") to seek straight there.

### Drawing on a frame
Sometimes "the logo’s too big" needs a circle around the logo. Pause on the frame, press D (or pick "Draw freehand" from the tool pill on the stage), and draw. You can also use "Arrow", "Rectangle" and "Ellipse". While you have an unposted drawing, a "Drawing at 0:12" badge sits on the stage; click it to jump back to that frame. Post the note and the drawing is saved with it, tied to that moment.
Full details on the tools, stroke widths and ink colors are in Drawing and annotations.

### Keyboard shortcuts
- Space: Play or pause.
- ←: Back one frame.
- →: Forward one frame.
- Shift+←: Back one second.
- Shift+→: Forward one second.
- M: Mute or unmute.
- C: Stamp the current time and jump to the composer.
- D: Turn the freehand pen on or off.
- ↑ / ↓: Raise or lower the volume while the volume fader has focus.
- Esc: Put down the active tool, discard an unposted drawing, or close the viewer.
TIP: Shortcuts pause while you’re typing in the composer, so you can write "press C to continue" without stamping a timecode.

### Setting the thumbnail
The thumbnail is the still people see on cards, as the poster before playback, and as the cover everywhere the cut appears. Owners, Admins, Team Managers and Dedicated Experts can change it.
1. In the player, click "Set thumbnail".
2. Pick a frame from the grid under "From the clip", or scrub the player to any frame and choose "Use the current frame".
3. Click "Set thumbnail" in the dialog. You’ll see "Thumbnail updated." and the new still appears across UpRush.

### Formats that won’t play
If a cut is in a format the browser can’t decode (ProRes in a .mov is the usual suspect), attach an MP4 or WebM export with "Add a review copy". Everyone reviews the copy, the player labels it "Review copy · master is MOV", and downloads still deliver the original. See The review viewer.

### Comparing cuts
When a file has two or more versions, "Compare" lays them under a wipe you can drag across the frame. Side B plays in sync with side A, so you can watch both cuts together. See Versions and compare.

### Audio review
URL: https://uprush.work/docs/review/audio-review
Review mixes, voice-overs and music on a zoomable waveform, and leave notes on a moment or on a whole section you drag across.
Sound has no picture to point at, so UpRush gives it one. Audio files open with a large waveform that acts as the map of the file: click to go somewhere, drag to mark a section, and see every note in the round laid out on the same timeline. It works for mixes, voice-over takes, music cues and podcasts alike.

### The waveform
- Click anywhere on the waveform to seek there.
- Drag across it to mark a section. The section is highlighted and attached to the note you’re writing.
- The pink line is the playhead. The played part of the waveform is darker than what’s still to come.
- Under the waveform, a lane shows every note: single moments as ticks and sections as spans, each in its author’s color. Click one to jump there and open the note.
If a file’s format doesn’t give UpRush a waveform, you’ll see "No waveform for this format. The player still works." Playback and timed notes work as normal.

### Zooming in
On a long mix, one pixel can cover several seconds. Use the zoom toggle on the waveform card to switch between "1x", "4x" and "8x".
- When zoomed, an overview strip of the whole file appears underneath with the visible window outlined. Click or drag on it to move around.
- A horizontal scroll (a sideways trackpad swipe) pans the zoomed view.
- During playback the view pages forward a screen at a time, like a tape machine, so the bars stay readable.
- "1x" resets to the whole file.

### Leaving a note on a moment
1. Play or click to the moment you mean.
2. Press C or click into the composer. The note is stamped with the current time.
3. Write the note and post it. A tick appears in the lane.

### Leaving a note on a section
1. Drag across the waveform from where the section starts to where it ends.
2. Write your note ("the music fights the VO here") in the composer.
3. Post it. The section appears as a span in the lane.
To undo a selection before posting, use the ✕ on the waveform ("Clear the marked section") or the one on the chip above the composer, or press Esc. The note then goes back to being stamped at the playhead.
On the rail, click a section note’s time ("Jump to the start of this section") to hear it from the top.

### Keyboard shortcuts
- Space: Play or pause.
- ←: Back one second.
- →: Forward one second.
- Shift+←: Back five seconds.
- Shift+→: Forward five seconds.
- M: Mute or unmute.
- C: Stamp the current time and jump to the composer.
- Esc: Clear a marked section, or close the viewer.

### Good to know
- There are no drawing tools on audio. There’s nothing to draw on, so the waveform takes their place.
- Playback speed and the remembered volume level work the same way as on video. See Video review.
- Versions work as usual, but "Compare" doesn’t apply to audio. Switch between versions with the version pill to A/B two mixes.
- Clients and guests with a link can leave timed and section notes too, on the Client stream.

### Images and PDFs
URL: https://uprush.work/docs/review/images-and-pdfs
Pin numbered notes to a spot on an image or a page of a PDF, check pixels at 100%, and page through documents without downloading them.
Stills and documents get the same treatment as cuts: open them in the review viewer, drop numbered pins exactly where you mean, and draw on them if words aren’t enough. A PDF is reviewed page by page in the viewer itself, so a deck, a script or a print proof never has to leave UpRush to get feedback.

### Images
Images open fitted to the stage. A two-way toggle in the top-right corner switches between "Fit" and "100%", so you can check type, edges and compression at actual pixel size.

#### Pinning a note
1. Pick "Pin a comment" from the tool pill on the stage.
2. Click the spot you want to talk about. A dot in your color appears there, and the composer shows the pin’s position.
3. Write the note and post it. The dot becomes a numbered pin, and the same number appears beside the note on the rail.
Pin numbers count only pinned notes on the version you’re looking at, in order, so pin 3 is always the third pin on the image.

### PDFs
PDFs open as a scrolling stack of pages with a strip of page thumbnails beside them (along the bottom on a phone). The thumbnail strip follows you as you read; click any page to go there.
Control | What it does
"Previous page" / "Next page" | Moves one page at a time. The pill shows which page you’re on.
"Zoom out" / "Zoom in" | Changes the zoom in steps.
"Width" | Fits the width of the page to the stage.
"Page" | Fits the whole page on screen.
You can also zoom with ⌘ or Ctrl plus the scroll wheel (or a trackpad pinch), and with a two-finger pinch on touch screens.

#### Pinning a note to a page
1. Pick "Pin a comment" from the tool pill.
2. Click the spot on the page. The composer chip reads, for example, "Pin on p. 3".
3. Write the note and post it.
Pins are numbered across the whole document in reading order, so pin 7 is the seventh pinned note wherever it falls. Each note on the rail carries its page (for example p. 3); click it ("Jump to this page") to scroll there. Pins stay attached to the same spot at every zoom level and on every screen size.
TIP: Drawings work on PDF pages too. Circle a paragraph, strike through a line, or draw an arrow to the typo. See Drawing and annotations.

### Keyboard shortcuts
- 0: Image: fit to the stage.
- 1: Image: show at 100%.
- Page Down: PDF: next page. → does the same.
- Page Up: PDF: previous page. ← does the same.
- Home: PDF: first page.
- End: PDF: last page.
- Esc: Put down the active tool, discard an unposted pin or drawing, or close the viewer.

### Comparing versions
Two versions of an image compare under a wipe: both sit in exactly the same place, so anything that moved is obvious. Two versions of a PDF compare side by side, scrolled in step page by page, which is how you’d read a redline. See Versions and compare.

### Drawing and annotations
URL: https://uprush.work/docs/review/drawing-and-annotations
Use pins, freehand, arrows, rectangles and ellipses to show exactly what you mean on an image, a video frame or a PDF page.
A drawn circle often says more than a sentence. Every note in the review viewer can carry a drawing, and the drawing is saved with the note: open the note later and its marks reappear on the frame or page they were made on. Drawings work on images, on video frames and on PDF pages.

### The tool pill
A small pill floats over the stage whenever there’s something to draw on. It holds:
Tool | What it does | Where
"Pin a comment" | Drops a numbered pin at a point. | Images and PDF pages
"Draw freehand" | A pen for circling, underlining and scribbling. | Images, PDF pages, video frames
"Arrow" | Drag from the tail to the head. | Images, PDF pages, video frames
"Rectangle" | Drag out a box. | Images, PDF pages, video frames
"Ellipse" | Drag out an oval. | Images, PDF pages, video frames
Next to the tools you’ll find three stroke widths (2, 4 and 7 px), "Undo the last stroke" and "Clear this draft". The color swatch at the left of the pill sets your ink.

### Drawing and posting
1. On video, pause on the frame you want first. On a PDF, scroll to the page.
2. Pick a tool from the pill (on video, D toggles the freehand pen).
3. Draw. Add as many strokes and shapes as you need; undo the last one if it goes wrong.
4. Write what you mean in the composer. A chip above it confirms the note carries a mark (on video it reads "Drawing at" followed by the timecode).
5. Post the note. The drawing is saved with it.
TIP: Keep each note to one idea. Three separate notes with three small drawings are easier to resolve one by one than a single note covering the whole frame.

### Ink and identity
Everyone in a workspace has an identity color. Your pins, your ticks on the timeline and the bullet beside your notes always use it, so you can tell at a glance who said what. The ink you draw with is a separate choice: if your color disappears into the artwork (a coral note on a coral frame), open the swatch and pick another from the palette. Your pins and bullets keep your own color either way.

### Seeing drawings later
- Pins stay on the image or page as numbered discs.
- Select a note on the rail to show its drawing on the stage. One drawing is shown at a time so the frame doesn’t turn into graffiti.
- On video, selecting a note jumps to its frame and shows the drawing there.
- Drawings belong to the version they were made on. Notes from other versions are listed under "Notes from other versions".

### Getting out of a drawing
Esc peels back one layer at a time: the first press puts the tool down, the next discards an unposted drawing or pin, and the one after that closes the viewer. The ✕ on the composer chip ("Discard the mark") does the same for the drawing alone.

### When the tools aren’t there
- Audio files have no picture, so they use a waveform instead. See Audio review.
- During "Compare" the composer and tools step aside, because a note belongs to one version. Exit compare to annotate.
- Files a browser can’t display can’t be drawn on until someone adds a review copy.
- Guests on a share link get the tools only when the link allows notes. See Guest review links.
- Pins aren’t used on video; a timed note does that job.

### Versions and compare
URL: https://uprush.work/docs/review/versions-and-compare
Upload new versions without losing the old notes, switch between rounds, and compare two versions under a wipe or side by side.
Creative work happens in rounds. In UpRush a file keeps every version you upload under one name, each with its own notes, so v3 doesn’t erase the conversation that produced it. When you need to see what changed, "Compare" puts two versions on screen together.

### Uploading a new version
Owners, Admins, Team Managers and Dedicated Experts can add versions. There are three ways in:
- In the review viewer, open the version pill (for example v2) and choose "Upload new version…".
- On a task’s Files tab, open the file row menu and choose "New version…".
- In the Library, open a file’s menu and choose "New version…".
1. Choose one of the options above. The "New version" dialog opens.
2. Drop the file in or click to browse. One file only: it becomes the next version.
3. Optionally add a note under "Note" ("What changed?").
4. Upload. You’ll see "New version uploaded", and the new version becomes the current one.

### Version history
On a task’s Files tab, a file with more than one version shows a count beside its details, such as "3 versions". Click it to expand the history:
- Each version shows its number, size, who uploaded it and when.
- The current one wears a "Current" chip.
- Download any version from its row.
- Managing roles can use "Make current" to roll back to an earlier version.

### Notes stay with their version
Every note is attached to the version it was written on. Switch versions with the version pill in the viewer and the rail shows that version’s notes. Notes from the other versions are listed further down under "Notes from other versions", dimmed and marked with their version number, so you can check that every point from round 2 was handled in round 3.

### Comparing two versions
The "Compare" button appears in the viewer’s top bar once a file has at least two versions. Anyone who can open the viewer can use it, including clients in their portal.
1. Click "Compare". UpRush opens the version you were on against the one before it.
2. Use the version selectors on each side to pick any two versions.
3. Read the difference (see below for how each file type compares).
4. Click the button again (now reading "Exit compare") or press Esc to go back.

#### Images and video: the wipe
Both versions sit in exactly the same spot, one over the other, with a divider between them: side A on the left, side B on the right. Drag the handle across the frame to reveal one through the other, so anything that moved or changed color jumps out. On video, the player drives side A and side B follows it in sync. Each side shows its own pins and drawings, read-only.

#### PDFs: side by side
Documents reflow when text changes, so a wipe would compare the wrong lines. PDFs open side by side instead and scroll together, page for page, even when the two versions have different page counts. Zoom is shared; "Width" and "Page" fit each side to its own column. On a phone, an A/B toggle switches which side you’re reading.

#### Audio
Audio doesn’t compare under a wipe. To A/B two mixes, switch between them with the version pill.
- ←: Compare: nudge the wipe 1% to the left.
- →: Compare: nudge the wipe 1% to the right.
- Shift+← / Shift+→: Compare: nudge the wipe 5%.
- Space: Compare on video: play or pause both sides.
- Esc: Exit compare.
Commenting while comparing: A note belongs to one version, so the composer steps aside during compare and reads, for example, "Comparing v2 · v3 · exit to comment". The rail shows the notes on side B under its own heading. Exit compare to post.

### What guests see
A guest review link always shows the file’s latest version, with no version switcher and no compare. Upload a new version and anyone holding the link sees it the next time they open it.

### Guest review links
URL: https://uprush.work/docs/review/guest-review-links
Send a single asset to anyone, no account or login needed, and collect their notes straight onto the frame.
Not everyone who needs to weigh in has an UpRush account: a client’s CMO, a talent agent, a legal reviewer. A guest review link opens one asset in the review viewer for anyone holding the link. They can watch, listen or read, and (if you allow it) leave notes that land in the same rail your team works from.

### Creating a link
1. Open the file in the review viewer.
2. Click the share icon in the top bar. The "Share this asset" dialog opens.
3. Optionally give the link a "Label (optional)", such as "Round 2 client review", so you can tell your links apart later.
4. Choose whether guests can comment with "Let them leave notes" (on by default).
5. Choose whether they can download with "Allow download" (off by default, because a link to look at isn’t a link to keep).
6. Pick when it expires under "Expires in": "7 days", "30 days" (the default) or "90 days".
7. Click "Create link". The link is copied to your clipboard ("Link created and copied") and appears under "Active links".
Send the link however you like: email, chat, a message in UpRush. Anyone with it can open the asset until it expires or you revoke it.

### What guests see and can do
- The file’s latest version. Upload a new version and the same link shows it.
- Only Client-stream notes. Internal notes never appear on a guest link.
- No version switcher, no compare, no approve or request-changes buttons, and no sharing.
- A download button only if you turned on "Allow download".
- If notes are allowed: the composer, the drawing tools, and replies to existing notes. If not, the rail shows "Viewing only".

#### How a guest leaves a note
Guests aren’t stopped at the door. They can start writing right away; the first time they post, UpRush asks "Leave your name to comment" (or "Almost there. Who should we credit?" if they already wrote something) with a "Your name" field and an optional email. After that they comment like anyone else, and their name sticks on that browser for later links too.
Guest notes land in the Client stream of the file, credited to the name they gave, and your team is notified. Reply to them from the viewer as you would to any note.
The Client stream is what guests read: Anything your team posts in the "Client" stream is visible to everyone holding a link. Keep internal discussion in the "Internal" stream.

### Managing links
Open "Share this asset" again to see every link for the file. Each row shows its label, who created it and when, when it expires, and how many times it’s been viewed, plus icons for whether comments and downloads are allowed.
- "Copy" puts the link back on your clipboard.
- "Revoke link" turns it off immediately. Revoked and expired links stay in the list, marked "Revoked" or "Expired", so you have a record.
- Need different settings? Create a new link. You can have several live links per file, for example one with downloads for the editor and one without for the client’s board.

### Other no-login links
To share… | Use | Read more
A single asset for review | "Share this asset" in the review viewer | This page
A file, a folder or a hand-picked set of files | "Share link…" or "Share folder…" in the Library | Share links
A storyboard | "Create review link" on the storyboard | Storyboards
A script | "Create review link" on the script | Scripts
Guests vs. clients: A guest link is for one-off reviewers. People who should follow a whole project, see their tasks and approve deliverables belong in the client portal. See Add a client.

## Files & Library
The Library, folders, share links, storage and Google Drive.

### The Library
URL: https://uprush.work/docs/files/the-library
Every file in your workspace in one place: browse by folder or by client, filter, review, share and tidy up in bulk.
The Library is the studio’s shelf. Every file uploaded anywhere in UpRush (to a task, a deliverable, a project or straight to the Library) shows up here, alongside your storyboards and scripts. You can browse it the way you file things (folders) or the way the work is organized (client, project, task), and you can review, share, tag or tidy any file without hunting for the task it came from.
Open it from Library in the dock. Owners, Admins, Team Managers and Dedicated Experts manage it. Clients don’t see the Library; they see their files on their portal.

### Three tabs
Tab | What’s in it
"Files" | Every uploaded file and link, with folders, filters and the Trash.
"Storyboards" | Every storyboard in the workspace, across every folder. See Storyboards.
"Scripts" | Every script, newest first. See Scripts.

### The Library home
The "Files" tab opens on a home built for browsing:
- Clients: a tile for each client. Click one to see everything filed under them.
- Folders: your folder bar, where you can open, create and drag files into folders.
- Recent files: the newest uploads across the workspace. "All files" opens the full list.

### Two ways to browse
A two-way toggle in the toolbar switches the browse bar under it:
- "Folders": the folders your team creates and files things into by hand. See Folders, tags and categories.
- "By client": a breadcrumb that goes client, then project, then task (for example "All clients, Acme, Spring Campaign, ACM-VID-0142"). This is worked out from where each file was uploaded, so there’s nothing to file. A file can live in a folder and still show up under its client.

### Finding files
The toolbar narrows whatever you’re looking at:
- "Search by name…"
- Category ("All categories", "Uncategorized" or one of your words)
- Client ("All clients") and project ("All projects")
- Visibility ("All visibility", "Internal", "Client")
- Uploader ("All uploaders")
- Tags, with "Match all" or "Match any"
"Clear" resets every filter. Switch between "Grid view" and "List view" with the toggle at the end of the toolbar.

### Opening a file
Click a card or row. Images, video, audio and PDFs open in the review viewer. Anything else opens in a quick preview with a download button.

### Uploading
1. Open the folder you want the file in, or stay at the Library root.
2. Click "Upload to library" (it reads "Upload to this folder" inside a folder).
3. Drag files in or click to browse. You can add several at once.
4. Optionally pick a "Client org" (leave it blank for an internal-only file) and add a "Note".
5. Click "Upload".
Files start out internal-only. Files uploaded to a task or deliverable also appear here automatically. Each file can be up to 5 GB; see Storage and limits.

### Client visibility
Every file is either "Internal" or "Client". Internal files are for your team only. Client files appear on the client’s portal, alongside the task they belong to. Use the eye icon on a card ("Share with the client" or "Make internal only") to switch one file, or the bulk bar to switch many.
NOTE: Uploads by Production Team members always start internal. A manager, expert or admin decides when a file is ready for the client.

### Per-file actions
Hover a card for "Download" and the visibility toggle. "More actions" holds the rest:
Action | What it does
"New version…" | Uploads a new version under the same name. See Versions and compare.
"Rename" | Changes the display name. The original extension is kept for downloads.
"Pin" / "Unpin" | Flags a file as important. On a task’s Files tab, pinned files sort to the top.
"Move to folder…" | Files it in a folder.
"Add tags" | Adds free-form tags.
"Add a category" | Files it under a single word, such as "Final deliverables".
"Share link…" | Creates a no-login link. See Share links.
"Move to trash" | Moves it to the Trash, where it can be restored for 30 days.

### Selecting and bulk actions
Tick the checkbox on any card to start a selection. Shift-click another checkbox to select everything in between. A black bar slides up from the bottom with the count and these actions:
- "Move to folder"
- "Share" (one link for the whole selection)
- "Add tags"
- "Set internal" and "Set client-visible"
- "Move to trash"
You can also drag a selection onto a folder. Clear the selection with the ✕ on the bar.

### The Trash
Trashed files aren’t gone. Click "Trash" in the toolbar to see them. They can be restored for 30 days, then they’re permanently deleted. Until then they still count toward your storage.
1. Click "Trash".
2. Use "Restore" on a file to bring it back, or select several and use the bar.
3. To free the space now, use "Delete forever". This can’t be undone.
WARN: "Delete forever" removes the file and every version of it permanently. There’s no way back.

### Folders, tags and categories
URL: https://uprush.work/docs/files/folders-tags-and-categories
Three ways to organize the Library: folders you file into by hand, tags for anything that cuts across, and a single category word per file.
The Library already sorts itself by client, project and task. On top of that you get three tools for the way your studio actually thinks about its files. Folders are places (one file, one folder). Tags are labels (as many as you like). A category is the one word that says what kind of file this is. All three are internal: clients never see them.

### Folders
Folders live in the bar at the top of the Library’s "Folders" view. They can nest, and storyboards can be filed in them too.

#### Creating a folder
1. Open the folder you want the new one inside, or stay at the root.
2. Click "New folder".
3. Type a name in "Folder name" and press Enter.

#### Filing things
- Drag a card onto a folder in the bar (or onto the root crumb to take it out of a folder). Drag a selection to move several at once.
- Use "Move to folder…" in a file’s "More actions" menu, which opens a folder picker. This is also the keyboard-friendly way.
- Select several files and use "Move to folder" on the bulk bar.

#### Folder options
Each folder has an options menu with "Rename", "Move to…", "Share folder…" and "Delete".
Deleting a folder: Files and storyboards inside move back to the Library root, so nothing is lost. Subfolders are deleted too.
Want to see everything regardless of folder? The "Show all files" pill flattens the view.

### Tags
Tags are for anything that cuts across folders and clients: brand, social, 9x16, hero, approved-logo. A file can carry several.
1. Open a file’s "More actions" menu and choose "Add tags" (it reads "Tags" with a count once a file has some).
2. Type a tag and press Enter. UpRush suggests tags your team already uses so spellings stay consistent. Tags save as you type.
3. Click "Done".
To tag many files at once, select them and use "Add tags" on the bulk bar.
To filter by tag, open the tag filter in the toolbar, pick one or more tags ("Find a tag" helps on a long list), and choose "Match all" (files with every tag) or "Match any" (files with at least one).

### Categories
A category is a single word or short phrase that says what a file is: "Final deliverables", "References", "Source files", "Brand assets". It’s a word you choose, not a list UpRush chose for you, and the field suggests the words your team already uses.
1. In the Library, open "More actions" and choose "Add a category" (or "Category" on a file that has one). On a task’s Files tab, use "Category…" in the file row menu.
2. Type or pick a word.
3. Click "Save". Leave the field empty to file it under "Uncategorized".
Files attached to a deliverable can arrive with a category already filled in. Filter by category with the category select in the Library toolbar.

### Which one should I use?
If you want to… | Use
Find everything for one client or project | "By client" (no filing needed)
Keep a shared shelf like "Brand assets" or "Stock music" | A folder
Mark files by format, channel or theme across clients | Tags
Say what kind of file it is | A category
Hand a set of files to someone outside | A folder plus "Share folder…", or select files and "Share"

### Share links
URL: https://uprush.work/docs/files/share-links
Send a file, a whole folder or a hand-picked set of files to anyone with a no-login link, with control over downloads, comments and expiry.
Share links hand files to people outside your workspace (a printer, a media buyer, a freelancer, the client’s legal team) without creating accounts. The recipient opens a clean page with your files, can preview each one in the review viewer, and takes what you’ve allowed them to take.

### What you can share
Share | Where to start
One file | "Share link…" in the file’s "More actions" menu
A folder | "Share folder…" in the folder’s options menu
A hand-picked set (up to 200 files) | Select the files, then "Share" on the bulk bar
Links and storyboards can’t be shared as files; UpRush skips them and tells you how many were left out. To share a storyboard or script, use its own review link (see Storyboards and Scripts). To collect notes on a single asset, see Guest review links.

### Creating a link
1. Start from one of the places above. The dialog is titled "Share this file", "Share this folder" or "Share these files".
2. Give the link a "Label (optional)", for example "Brand assets for Acme".
3. For a folder, decide on "Include subfolders" (on by default).
4. Decide on "Allow download" (on by default). Off means the recipient sees the files and thumbnails, and nothing leaves.
5. Decide on "Allow comments" (off by default). Guests open files in the review viewer either way; on lets them leave notes after giving a name.
6. Pick when it expires: "7 days", "30 days" (the default) or "90 days".
7. Click "Create link". It’s copied to your clipboard and listed under "Active links".
Internal files are included: A share link shows exactly the files you picked, internal or client-visible. The dialog warns you when internal files are in the mix, and for folders it reminds you that everyone with the link sees every file in the folder. Check before you send.
Folder links don’t include storyboards, even when they’re filed in the folder.

### What the recipient sees
- A page headed "Shared file", "Shared folder" or "Shared files".
- A grid of the files with thumbnails. In a folder link with subfolders, they can open subfolders and use the path at the top to go back up.
- Clicking a file opens it in the review viewer (images, video, audio, PDFs). Notes they leave there, if allowed, show up on that file for your team.
- If downloads are allowed, a download button on each file and a "Download all" button that zips the files loaded on the page. Subfolders aren’t included in the zip.
- Large folders load in pages, with a "Load more" button and a "Showing 48 of 520" style count.

### Managing links
Open the same share dialog again to see every link for that file, folder or set. Each shows its label, settings and expiry date.
- "Copy" puts the link back on your clipboard.
- Click "Notes on" or "Notes off" on a link to switch comments without creating a new link.
- The revoke button asks "Revoke this link?" and then turns it off immediately. Anyone holding it loses access straight away. You can always create a new one.
- Expired and revoked links stay listed, marked "Expired" or "Revoked".
TIP: Give each recipient their own labeled link. If one of them shouldn’t have access any more, revoke theirs and everyone else’s keeps working.

### Storage and limits
URL: https://uprush.work/docs/files/storage-and-limits
How much your workspace can store, what counts toward it, file size limits, and what to do when you run low.
Storage in UpRush is pooled across the workspace: everyone draws from the same allowance, and it grows with your team. This page covers how the allowance is worked out, what counts toward it, and the per-file limits you’ll meet when uploading.

### Your allowance
Plan | Storage
Free | 2 GB for the workspace
UpRush Pro | 50 GB per management seat, pooled across the workspace
Library pack | Adds 250 GB for $25 a month or $250 a year
Management seats are the people who hold Owner, Admin, Team Manager, Dedicated Expert, Finance or Sales roles. A workspace with four seats on Pro has 200 GB to share, however it’s split. Production members, clients and guests are free and don’t add or use seats. See Roles and seats.

### Checking your usage
1. Go to Settings and open "Plan & usage". Owners, Admins and Finance can see it.
2. The "Storage" panel shows how much is used out of your total, with a bar that turns amber past 80% and red past 95%.
3. The line under the bar explains the total, for example "50 GB × 4 management seats, pooled".
See Plan and usage for the rest of that page.

### What counts
Counts toward storage | Doesn’t count
Files you upload, and every version of them | Links you paste, including Google Drive files
Files in the Trash, until they’re purged | Thumbnails, filmstrips and posters UpRush makes
 | Review copies attached for playback
 | Signatures and the PDFs UpRush generates
Deleting files frees space, but only once they leave the Trash. Use "Delete forever" in the Trash to free it right away. See The Library.

### Per-file limits
What | Limit
A file in the Library, a task, a deliverable or a project | 5 GB
An image in a comment | 10 MB
An image in a message | 10 MB
A file attached to a message | 250 MB
A voice message | 15 MB, up to 5 minutes
A storyboard frame image | 25 MB
A review copy for a video | 500 MB
A file that’s over the limit is refused before it uploads, with a note such as "Too large: 6.2 GB. The limit is 5 GB."

### When you run out
When the workspace is full, new uploads are refused with a message like "This workspace is out of storage: 49.9 GB of 50 GB used. Delete old files or upgrade the plan to add room." Existing files keep working and stay downloadable. To get going again:
- Empty what you don’t need from the Trash with "Delete forever".
- Swap heavy reference files for links (Google Drive, Frame.io, Vimeo), which don’t count. See Google Drive.
- Add a management seat on Pro, which adds 50 GB to the pool.
- Add a Library pack: the "Storage" panel has a link to request one.
NOTE: Downloads are never charged. Share as many files, as many times, as your projects need.

### Google Drive
URL: https://uprush.work/docs/files/google-drive
Attach files from Google Drive to tasks, deliverables and projects as links: nothing is copied and nothing counts against your storage.
Plenty of studios keep source files, decks and footage in Google Drive. UpRush doesn’t ask you to move them. Pick files from Drive and they attach to a task, deliverable or project as links, opening in Drive when someone clicks them. Your Drive stays the source of truth, and your UpRush storage stays free for the files that live here.

### Adding files from Drive
1. On a task’s Files tab or a project’s Files tab, click "Add files". On a deliverable, use the attach button.
2. In the dialog, switch to "Drive".
3. Click "Choose from Drive". Google’s file picker opens. The first time, Google asks you to sign in and approve access.
4. Pick one or more files and confirm. They’re listed in the dialog; use "Choose more" to add from another folder, or the ✕ to drop one.
5. Click "Add" (it reads, for example, "Add 3 files"). You’ll see a confirmation such as "3 Drive files added".
Each Drive file appears in the list as a link row with its Drive name and an icon for its type (Docs, Sheets, Slides, video and so on).

### What UpRush can see in your Drive
Only the files you pick. UpRush asks Google for per-file access, which covers exactly the files you choose in the picker and nothing else in your Drive. It never browses, indexes or copies your Drive.
Drive decides who can open it: A Drive attachment is a link, so opening it takes people to Google Drive. Drive’s own sharing settings decide whether they can see it. Before you make a Drive file visible to a client, check it’s shared with them in Drive too.

### Pasting a link instead
The same dialog has a "Paste a link" option for any URL: a Drive share link, a Frame.io review, a Vimeo or YouTube video, a Dropbox folder.
1. Click "Add files" and switch to "Paste a link".
2. Paste the address into "URL".
3. Optionally give it a "Name" (it defaults to the page name).
4. Click "Add link".

### How links behave
- Links don’t count toward storage. See Storage and limits.
- Links your team adds start internal, like uploads, and can be shared with the client from the row.
- They don’t open in the review viewer and have no versions; the file lives in Drive, so new versions happen there.
- They can’t be included in Library share links. Share the Drive file from Drive instead.
If you don’t see a "Drive" option in the dialog, Google Drive isn’t available on your workspace. "Paste a link" works with any Drive share URL in the meantime.

## Creative tools
Storyboards and scripts.

### Storyboards
URL: https://uprush.work/docs/creative-tools/storyboards
Build a storyboard frame by frame with action and voice-over, present it full screen, save versions, and collect notes from your team, your client or a guest reviewer.
A storyboard in UpRush is a living document, not a PDF you email around. Each frame holds an image, what happens (the ACTION) and what’s said over it (the VOICE-OVER). Your team builds it together, comments on individual frames, presents it full screen in the pitch, and shares it with the client when it’s ready. Every frame’s conversation stays with the frame.

### Creating a storyboard
1. Open Library in the dock and switch to the "Storyboards" tab.
2. Click "New storyboard".
3. Give it a "Title", for example "Launch film: v1 board".
4. Optionally pick a "Project". Attaching one is what lets you share the board with that project’s client later.
5. Optionally pick a "Task" from that project, so the board is filed with the request it belongs to.
6. Create it. The editor opens on a fresh board.
Owners, Admins, Team Managers and Dedicated Experts create and edit storyboards. Storyboards attached to a task also appear at the top of that task’s Files tab, and you can attach one to a deliverable with "Attach a storyboard" so it goes out to the client with the rest of the work.

### Building frames
The editor has three columns: the "Frames" rail on the left, the selected frame in the middle, and the notes rail on the right.
1. Click "Add frame" at the bottom of the "Frames" rail.
2. Add an image: drop one onto the frame, paste it from your clipboard, or click to upload. Images can be up to 25 MB.
3. Under "ACTION", describe what happens in the frame.
4. Under "VOICE-OVER", write what is said over it.
5. Repeat for the next frame. Text saves as you go.
- Reorder frames by dragging them in the rail.
- Delete a frame with the trash icon on its thumbnail. Its image, text and notes go with it.
- Each thumbnail shows a count of open notes on that frame, so you can see where the conversation is.
- Rename the board by clicking its title in the header.

### Notes on frames
The notes rail shows the conversation for the selected frame. Like the review viewer, it has two streams: "Internal" for your team and "Client" for what the client sees. Notes can be replied to, edited by their author, resolved, reopened and deleted. Use "Hide notes" in the header for more room to work, and "Show notes" to bring them back.

### Presenting
Click "Present" in the header to show the board one frame at a time, filling the screen: the image large, the action underneath, the voice-over as a caption, and a counter showing where you are.
- →: Next frame. ↓ and Space do the same.
- ←: Previous frame. ↑ does the same.
- Esc: Exit present mode.

### Saving versions
A saved version is a snapshot of every frame as it stands, images included, so you can always look back at what the client saw in round one.
1. Click "Save version" in the header.
2. Optionally say what changed ("What changed? (optional)").
3. Save. You’ll see, for example, "Saved v2".
To look at an older version, open the version pill (it shows the current number, such as v3) and pick one from "Saved versions". A banner reads, for example, "Viewing v1. This is a saved snapshot, not the live board." Snapshots are read-only; click "Back to latest" to return. Saved versions are internal: clients only ever see the live board.

### Sharing with the client
Every board is either "Internal" or "Client-visible", set with the toggle in the header.
1. Make sure the board is attached to a project for that client.
2. Switch the header toggle to "Client-visible".
3. Confirm with "Share it". The client will see every frame, its images and the Client-stream notes. Internal notes stay internal.
In their portal, the client gets a presenter view: one big frame, previous and next, the words underneath, a strip of thumbnails to jump with, and the notes beside it. They can leave notes on any frame and download the board as a PDF. If the board is attached to a deliverable that’s waiting on them, a bar under the header reads "Ready for your review. Approve the work or request changes." with "Approve" and "Request changes" buttons (feedback is required to request changes). See Approvals.

### Review links for guests
To show the board to someone without an account, open the "More storyboard options" menu (the ⋯ in the header) and choose "Create review link". The link is copied to your clipboard. It stays live for 60 days, and each board has one link: the same menu item then reads "Copy review link".
- Guests see the board in the same presenter view as clients, with the Client-stream notes only.
- They can leave notes after giving a name. They can’t resolve, edit or delete anything.
- Choose "Revoke review link" to close it. Notes they already left stay.

### Other options
In the ⋯ menu | What it does
"Download PDF" | Exports the board as a PDF for decks and print.
"Create review link" / "Copy review link" | A no-login link for guests (see above).
"Revoke review link" | Turns the guest link off.
"Delete storyboard" | Its frames and images move to the Trash.
Storyboards can be filed in Library folders too: use "Move to folder" from the board’s options on the "Storyboards" tab, or drag it onto a folder. See Folders, tags and categories.

### Scripts
URL: https://uprush.work/docs/creative-tools/scripts
Write scripts in a clean paper editor, comment on any line, share with the client for line-by-line feedback, and send a review link to anyone.
Scripts give the words their own room. Write a spot, a VO, an interview guide or a long-form treatment on a full-width page, and let your team and the client comment on the exact line they mean. No more "page 2, third paragraph, the bit about the product" in an email thread.

### Creating a script
1. Open Library in the dock and switch to the "Scripts" tab.
2. Click "New script".
3. Give it a "Title", for example "Launch film: 60s script".
4. Optionally pick a "Project". Attaching one is what lets you share the script with that client later.
5. Optionally pick a "Task" to keep the script filed with the request it belongs to.
6. Create it. The editor opens.

### Writing
A script is a stack of blocks, each either a heading or a paragraph of text. Hover between blocks to insert a new "Text" or "Heading" block. Drag a block’s handle to reorder it (or use the arrow keys on the handle), and use "Delete block" to remove one. A script can hold up to 200 blocks.
There’s no save button. The header shows "Saving…" and then "Saved" as you work.
The script panel (toggle it with the panel button in the header) has two parts: an "Outline" built from your headings, which you can click to jump around, and "Details" showing the client, the project and whether the script is "Internal only" or "With the client".

### Commenting on lines
1. Hover the block you want to talk about and click its comment button ("Comment on this block").
2. Choose the stream: "Internal" for your team or "Client" for the client.
3. Write the comment and post it.
Use "Show comments" in the header to open the comments rail. Each comment carries the line it’s about; click it ("Jump to") to scroll there. Comments about the script in general sit under "On the whole script". Comments can be replied to, edited, resolved and deleted, and they arrive live.
Production and Finance can join in: Every internal member who can see a script can read it and comment. Only Owners, Admins, Team Managers and Dedicated Experts can edit the text, share it or delete it.

### Sharing with the client
The status plate in the header shows "Internal" or "Shared with client".
1. Make sure the script is attached to a project or client. Until it is, the "Share" button is disabled.
2. Click "Share" in the header.
3. Confirm with "Share it". The client gets an email with a link to read it, and can comment on any line. Your internal comments stay internal.
The client reads the script on their portal and sees only Client-stream comments. To take it back, choose "Stop sharing" from the "More script options" menu. The script goes back to internal, and the client loses access to the page and the comments they left on it.

### Review links for guests
For a reviewer with no account (a voice artist, a client’s legal team), open "More script options" and choose "Create review link". The link is copied to your clipboard and stays live for 60 days. Each script has one link; the menu then offers "Copy review link".
- Guests read the script and can download it as a PDF.
- They can comment on any line or on the whole script after giving their name ("Leave your name to comment").
- They see Client-stream comments only, and can reply but can’t resolve, edit or delete.
- "Revoke review link" closes it. Comments they already left stay.

### More options
In "More script options" | What it does
"Download PDF" | Exports the script as a PDF.
"Create review link" / "Copy review link" | A no-login link for guests.
"Revoke review link" | Turns the guest link off.
"Stop sharing" | Takes a shared script back to internal.
"Delete script" | Removes the script.
Need a contract rather than a script? Contracts use the same paper editor, plus signatures. See Contracts and e-signing.

## Clients & the portal
What your clients see, how they request work and approve it.

### The client portal
URL: https://uprush.work/docs/clients/the-client-portal
Every client gets a branded portal with their own board, projects, calendar, money and messages. It shows only their organization's work, and never anything internal.
When you invite a client into UpRush, they do not land in your studio's workspace. They land in their portal: a calm, focused view of their own organization's work, built around one question, "does anything need me?". Your team keeps working in the full app; the client sees the client-facing side of the same tasks, live.

### Getting clients in
Add the client organization first (see Add a client), then invite its people with the Client role and that organization selected (see Invite your team). Each client user belongs to one client organization and only ever sees that organization's board, tasks and files. The Client role cannot be combined with internal roles.

### What clients see in the dock
Item | What it shows
"Dashboard" | The portal home: what is waiting on them, what is active, what is queued, what is done.
"Projects" | Their projects, with progress. They can submit a new one here.
"Board" | Their board: every task from request to delivery.
"Calendar" and "Timeline" | Client-facing dates. See Calendar and timeline.
"Money" | Invoices, change orders, proposals and contracts. See The portal's Money page.
"Messages" | Direct conversations with your team. See Messages.

### The dashboard
The top of the dashboard is a dark cover with the client's name and a one-line state: how many items are ready for their review, or "All caught up". "Open the work" takes them straight there. Below it, four blocks give the numbers:
Block | Meaning
"Waiting on you" | Tasks ready for their review. Highlighted only when something is waiting.
"Active" | Tasks in production. In Subscription mode it shows the active task limit, with "Slot available" or "All slots in use".
"In queue" | Requests waiting for the team.
"Completed this period" or "Completed" | Since the last renewal in Subscription mode, or this month in Projects mode.
Under the cover:
- Waiting on you comes first, with the most urgent item as a card ("Open the task") and the rest listed below it. This is also where clients find "New request" and "New project".
- Everything else: "Your projects", "Upcoming deadlines" and "Recently completed" (in Projects mode), a card introducing their dedicated expert with a button to message them, and "Recent activity".
- Billing: "Your plan" for subscription clients and a "Balance due" card when they owe something.
The layout follows each client's "Dashboard mode" ("Subscription" or "Projects"), which you set when you add or edit the client in "Settings" → "Clients".

### Their board and task pages
"Your board" shows the same columns your team sees on that client's board. Clients can drag within the rules: pull work from Queue into Active (within their limit), return it to Queue, and reorder their queue. Each card opens the client's version of the task page, with "Deliverables", "Overview", "Messages", "Files" and "Activity" tabs.
- They see the client status, priority (when High or Urgent), the client deadline and the revision round.
- On each deliverable they see a four-stop line ("In progress", "With you", "Approved", "Delivered") and the files you shared with them.
- When something is ready, they get "Approve" and "Request changes". See Approvals.
- The "Messages" tab shows only the client conversation.

### What clients never see
Kept internal, always: Clients never see internal statuses, internal deadlines, the internal comment stream, internal files, quotes, costs, contractor details or who on your team is paid what. Draft projects stay hidden until they go live, and handoffs or holds inside the studio simply read as In progress.
This separation is enforced by UpRush itself, not just by hiding buttons. To check exactly what a client sees, owners and admins can preview the portal with View as.
Next: Client requests.

### Client requests
URL: https://uprush.work/docs/clients/client-requests
Clients ask for new work from their portal: a single request becomes a task in their Queue, and a bigger engagement becomes a submitted project for your team to scope.
Clients do not need to email you to ask for work. From their portal they can file a request (one piece of work, like a banner set or a cutdown) or submit a project (a bigger engagement made of several pieces). Both land directly in UpRush, in the right place, with everything they told you attached.

### Make a request (client)
1. Select "New request" on the dashboard or on "Your board".
2. Fill in "What do you need?".
3. Optionally add "Details (optional)" (goals, audience, formats), a "Preferred deadline (optional)", the "Priority" and "Reference links (optional)", one per line.
4. Select "Submit request". The request joins the client's queue and its task page opens.
While a request is still in the Queue, the client can edit its title and description and can remove it with "Delete request". Once the team picks it up, it is locked for editing. Clients can also drag their queued requests to put them in priority order.

#### What your team receives
- A new task on that client's board, in Queue, with internal status Draft and its own task ID.
- The client's preferred deadline in the task sidebar as "Preferred". It is a wish, not a commitment: you set the real "Deadline".
- Reference links appended to the description under "Reference links".
- A notification to the client's dedicated expert and to owners and admins.

#### Turning a request into work
1. Open the task and complete the brief, deliverables and dates.
2. Move it through planning (for example Ready for planning, Ready for quote, Awaiting assignment). See Task statuses.
3. Assign production. The client sees the task as Active once it is assigned, and a draft project it belongs to activates automatically.
TIP: Clients can also pull a queued request into Active themselves when they have a free slot. Its internal status becomes Assigned so your team knows to staff it. See Active task limit.

### Submit a project (client)
1. Go to "Projects" in the portal and select "New project" (or "Submit your first project").
2. Enter the "Project name". Then describe it: "Description", "Objective" (what success looks like), "Requested deliverables" (one per line: formats, sizes, quantities), "Preferred deadline (optional)" and "Notes (optional)".
3. Select "Submit project".
The project goes to your team with the status "Submitted", and the client sees it in their project list with the same badge.

#### Reviewing a submitted project (your team)
1. Open the project from "Projects". It shows the client's description and requested deliverables.
2. Select "Mark under review" to signal you are scoping it (status becomes Awaiting review).
3. Add tasks, a project value and dates as you scope. Use "New task" or "Attach tasks".
4. When it is ready, select "Review & activate". The project becomes Active.
If the engagement needs pricing first, send a proposal or a contract before you activate. More on project statuses in Projects.

### The portal's Money page
URL: https://uprush.work/docs/clients/the-portals-money-page
Clients see their whole financial picture with your studio in one place: what they owe, every invoice, and the change orders, proposals and contracts waiting for their answer.
The "Money" item in the client's dock opens a single page that answers "do I owe anything?" at a glance, then shows the detail project by project. Everything on it comes from client-safe information only: clients see the value of their own projects, their invoices and their decisions, never your internal costs, quotes or contractor pay.

### The headline
- Balance due: At least one invoice has an open balance.
- All settled: Nothing is owed right now.

### Waiting on you
Anything that needs the client's answer sits at the top, so it is never missed:
- Change orders ("scope changes your team sent for your OK"): each shows its title, project and amount (credits are marked "Credit"). The client selects "Approve" or "Decline", with an optional reason. See Change orders.
- Proposals ("new work your team has quoted"): line items and total, with "Approve" or "Decline". See Proposals.
- Contracts ("agreements from your team"): "Read the contract", then "Sign" to adopt a signature and sign. Signed contracts offer "Download signed copy". See Contracts and e-signing.
Decided proposals and contracts stay listed below the pending ones as a record.

### The overview
A row of four tiles per currency:
Tile | Meaning
"Total investment" | The value of their projects, including approved change orders.
"Invoiced" | Everything invoiced so far.
"Paid" | Everything paid.
"Balance due" | What is still open.

### Project by project
With two or more projects, filter pills ("All" plus one per project) narrow the page. Each project card shows:
- The project name, status and current value.
- "Base + changes": the original value plus each approved change order, adding up to the current value.
- A payment bar: how much is paid and how much is pending.
- Its invoices, each with number, status ("Sent", "Partly paid", "Paid"), an "Overdue" marker when past due, the issue and due dates, the client's SOW number when set, and the amount.
- "Change history": every decided change order on the project.
Invoices that are not tied to a project appear in "Other invoices".
Paying an invoice: Clients receive each invoice by email with the PDF attached and pay it outside UpRush, the way they already pay you. When the money arrives, your team records it with "Record payment" and the client's Money page updates. See Recording payments.
Clients on a subscription also see "Your plan" on their dashboard, with the price and renewal date. See Retainers and subscriptions and Invoices.

## Messages & notifications
Chat, notifications, the calendar and the timeline.

### Messages
URL: https://uprush.work/docs/communication/messages
Chat with clients and with your team in real time: direct messages, groups, images, files and voice notes, all inside UpRush.
Messages is UpRush’s built-in chat. It’s for the quick back-and-forth that doesn’t belong on a single task: "are you around for a call?", "loved the first pass", "can you send the logo files again?". Client conversations and team conversations live side by side, so nobody has to leave UpRush for a separate chat app to talk about the work.
TIP: Feedback about a specific task or file belongs in that task’s comments or in the review viewer, where it stays attached to the work. Use Messages for everything around it. See Comments and mentions.

### Where conversations live
Open Messages from the dock. The list on the left has up to two sections:
Section | What’s in it | Who sees it
Clients | One conversation per client organization, shared between the client’s people and your team. | Owners and Admins see every client conversation. A Dedicated Expert sees the conversations for the clients they’re assigned to.
Team | Direct messages and groups between internal members. | Every internal member, for the conversations they’re part of.
Each row shows the latest message and an unread count. If you started typing and left, the row shows your "Draft:" so you can pick up where you were.
Clients open Messages from their portal and land straight in their conversation with your team, headed with their Dedicated Expert’s name (or "the team" if none is assigned). They never see internal Team conversations.

### Starting a conversation
1. Click the "New message" button at the top of the list.
2. Choose "Direct" for a one-to-one chat or "Group" for several people.
3. For a group, give it a "Group name".
4. Pick the people ("Message" for a direct chat, "Add people" for a group).
5. Click "Start chat" or "Create group".
In a group, the members button in the header shows who’s in it. Add more people with "Add member". The person who created the group can rename it and remove people; anyone can leave. Someone who leaves can be added back later.

### Writing messages
- Press Enter to send and Shift+Enter for a new line.
- Format as you type with the toolbar above the field: "Bold", "Italic", "Strikethrough", "Code", "List" and "Numbered list". ⌘B and ⌘I (or Ctrl+B and Ctrl+I) work too.
- Links become tidy chips.
- Hover a message and use "React to message" to add an emoji reaction.

#### Images and files
Click "Attach files", paste, or drop files anywhere on the composer. Images show inline and open full size when clicked; other files show as cards you can open or download. Before sending, you can rename an attachment or remove it. Images can be up to 10 MB and other files up to 250 MB.

#### Voice messages
1. Click "Record a voice message". The first time, your browser asks for microphone access.
2. Talk. A voice message can run up to 5 minutes.
3. Click "Stop recording". Play it back if you like, or use "Discard this recording" to start over.
4. Click "Send voice message".

### Editing and deleting
Open "Message options" on one of your own messages. "Edit" is available for 15 minutes after sending. "Delete" removes the message and leaves a "Message deleted" marker so the conversation still makes sense.

### Knowing it landed
- Your messages show a single tick when sent and a double mint tick once they’ve been read.
- A dot beside a name means they’re online, and "typing…" shows when they’re writing.
- New messages arrive instantly, with a quiet sound for internal members if sounds are on. See Notifications.
- A pink dot on Messages in the dock means something’s unread.
Client conversations are visible to your client’s whole team: Everyone from the client organization with portal access sees the client conversation. Keep internal matters (costs, contractors, internal deadlines) in a Team conversation.

### Notifications
URL: https://uprush.work/docs/communication/notifications
What lands in your notification bell, how unread dots work, and how to choose which updates reach you by email or with a sound.
UpRush tells you when something needs you: a mention, a new assignment, a status change, a client decision. Everything lands in the bell first, and you decide which types also reach your inbox. Email is quiet by default, so nobody gets buried on day one.

### The bell
The bell sits in the dock and shows a count when you have unread notifications. Click it to open the panel:
- Unread notifications are highlighted. Click one to go straight to the task, file or page it’s about; it’s marked read.
- Several updates on the same task are grouped into one row (for example "4 updates · ACM-VID-0142"). Click it to expand.
- "Mark all read" clears the lot.
- When there’s nothing new, the panel says "All caught up".
You don’t have to go through the bell. Opening the page a notification points to marks it read automatically.

### Unread dots
A pink dot on an item in the dock means there’s unread activity in that part of UpRush (a new message, an update on the board, an invoice event). The dot clears when you visit that section.

### Choosing what you get
1. Go to Settings and open "Notifications".
2. For each type, switch "In-app" (the bell) and "Email" on or off.
3. Optionally turn on "Unread summary".
4. Click "Save preferences".
Type | When it fires | Email by default
"Mentions" | Someone @mentions you in a comment. | Off
"Comments" | New comments on tasks you work on. | Off
"Assignments" | You’re assigned to a task. | Off
"Status changes" | A task you follow moves. | Off
"Approvals" | A deliverable is approved or sent back. | On
"Files" | A file is ready for review. | Off
"Deadlines" | Upcoming and overdue deadlines. | Off
"Requests & system" | New client requests and other updates. | Off
Every type is on in the bell by default. Approvals are the one email that’s on from the start, because a client decision is the update you least want to miss. Switch it off if you prefer.

#### The unread summary
"Unread summary" is a once-a-day email recapping updates you haven’t read yet. It’s off by default and a good fit if you’d rather not get individual emails but don’t want anything to slip.

### Sounds
Internal members can hear quiet, short sounds when activity arrives. Switch them with "Notification sounds" in the "Sounds" card on the same settings page. Tap the preview pills ("Message", "Notification", "Success", "Email sent", "Attention") to hear each one. Clients never hear sounds.

### Emails from UpRush
Notification emails are branded with UpRush and link straight to the thing they’re about. Some emails aren’t notifications and don’t depend on these settings: invitations, client review requests, invoices and contract signing links are sent because someone chose to send them.
TIP: Managers following lots of tasks often turn on email for "Mentions" only and rely on the bell for the rest. Production members usually want "Assignments" by email too.

### Calendar and timeline
URL: https://uprush.work/docs/communication/calendar-and-timeline
See every deadline, start date and deliverable on a month calendar, and every task across every client on a scrolling timeline.
The board tells you what state the work is in. The calendar and the timeline tell you when. The "Calendar" lays dates out by month so you can see a crunch week coming. The "Timeline" lays tasks out as bars across weeks, grouped by client, so you can see who’s overloaded and what lands when.

### The calendar
Open Calendar from the dock. The page is headed with the month and shows task and deliverable dates across every client.

#### Choosing which dates to show
The first select in the header picks the date type:
Date type | What it plots
"Deadline" | The confirmed deadline the client sees. The default for managing roles.
"Start date" | When work started on each task.
"Internal deadline" | Your team’s own target date, which is never shown to clients.
"Deliverables" | When each deliverable is due.
"All dates" | Everything at once.
Production Team members see a shorter list: "Deadline" (their internal deadline), "Start date" and "Deliverables", for the tasks they’re assigned to.

#### Filtering and moving around
- "All clients" narrows the calendar to one client.
- "All assignees" narrows it to one person’s tasks (managing roles).
- "Previous month", "Today" and "Next month" move through time.
- "Search tasks" filters the month you’re looking at by task ID or title. To find a task in any month, use the command palette (⌘K). See Getting around.
- A busy day shows a "+N more" link; click it to see everything on that day.

#### Reading the chips
- Each chip is a task or deliverable. Its dot follows the task’s status color, and a small swatch shows which client it belongs to. Hover for the task ID and title; click to open it.
- A play icon marks a start date.
- A package icon marks a deliverable. Delivered work turns mint.
- A lock marks an internal date: an internal deadline or a deliverable’s internal due date, never shown to clients.
Each project also has its own Calendar tab with the same view for just that project. See Projects.

### The timeline
Open Timeline from the dock. The header reads "Timeline" with the date range it covers. Tasks are grouped by client, one row each, against a band of months and a row of weeks or days. The view opens scrolled so today sits near the left, and a floating "Today" pill brings you back if you scroll away.
Control | What it does
"Deadline" / "Start → Deadline" | Shows each task as a marker on its deadline, or as a full bar from start to deadline.
"Compact" / "Comfortable" / "Wide" | Zooms the timeline out or in.
"All clients" / "All assignees" | Filters the rows.
Arrow buttons | Scroll back or forward one month.

#### Reading the rows
- Click a task’s ID or title on the left to open it.
- A "Blocked" chip flags a task that’s blocked.
- Deliverables appear as small diamonds on the row: white when upcoming, red when overdue, mint when done. Hover one for its name and date.
- A task with two or more deliverables can expand into one lane per deliverable with "Show deliverables".
- Finished tasks are tucked into a "Completed" group at the bottom. Open it when you need them.
Each project has a Timeline tab too, with the same view for that project.

### What clients see
Clients have their own "Calendar" and "Timeline" in the portal, limited to their organization’s work and to client-safe dates. Their calendar offers "Deadline", "Completed" and "All dates", with chips for confirmed deadlines, preferred dates they asked for that aren’t confirmed yet, delivered work, and their plan renewal if they’re on a subscription. They never see internal deadlines, internal deliverable dates, assignees or other clients. See The client portal.
Dates follow your time zone: "Today" on the calendar and the timeline is today where you are, not where the server is. A studio in New York and a client in London each see their own today.
Internal deadlines and confirmed deadlines are explained in Deadlines, holds and rounds.

## Sales
The CRM, proposals, contracts with e-signing and testimonials.

### The CRM
URL: https://uprush.work/docs/sales/the-crm
Track every lead from first conversation to signed client. The CRM is a drag-and-drop pipeline where each lead carries a next step, an estimated value, its paperwork and a running activity log.
The CRM is where work lives before it becomes a project. Every lead is a potential client: a name, a company, a contact, a rough value, and above all a next step. When a deal closes you turn the lead into a client in one move, and everything you wrote for it (proposals, contracts, notes) comes along.
Open it from "CRM" in the dock. The CRM is for the Owner, Admin, Finance and Sales roles. Clients never see it, and neither do production members.
Scoped Sales seats: If your workspace scopes Sales members, a scoped salesperson sees only the leads they own. An Owner or Admin turns this on with "Scoped access for Sales" in Settings → Clients. See Scoping switches.

### Add a lead
A name is all a lead needs. The number (LEAD-12), the stage and the rest fill themselves in.
1. Open "CRM" from the dock.
2. Type a name into the "New lead" box at the top right.
3. Press Return or click "Add". The lead opens in a side sheet so you can fill in the rest.
You can also add a lead straight into a particular stage: use the plus button at the top of any column on the board.

### Board and List
Switch between "Board" and "List" with the toggle under the header. The header line shows how many leads you are looking at and their combined estimated value, totalled per currency.
- Board shows only open leads, one column per stage. Drag cards between columns to move a lead along, or up and down to reorder.
- List groups leads by stage and adds the status pills "Open", "Won", "Lost" and "All". Won and lost leads only appear here, because they have left the pipeline. "All" is also the only place archived leads show up.
Both views share the same filters: search with "Search leads by name or company", and narrow by owner with "Anyone’s leads" or "My leads" (or a specific teammate).

#### Stages
New workspaces start with four stages: New lead, Contacted, Qualified and Proposal sent. Make them yours:
- Click "Add stage" at the end of the board to add a column. A pipeline can hold up to eight stages.
- Open a column’s options menu for "Rename stage", "Move left", "Move right" and "Delete stage".
- A stage has to be empty before you can delete it: move its leads somewhere else first.

### Next steps
The single habit the CRM pushes is this: every open lead should have a next step. A card without one shows an amber "No next step" pill, and the header shows a count such as "3 need a next step". Click that count to filter down to exactly those leads.
1. Click "No next step" on a card (or the Next step block in the lead sheet).
2. Under "What’s next?", write the action, for example "Call Maria about the budget".
3. Optionally pick a due date: "Today", "Tomorrow", "Next week", or any date in the sheet.
4. Press Return or click "Set".
When you have done it, click "Done" in the sheet. The step is logged in the activity feed and the field opens again, ready for the next one. Steps that are overdue or due today are highlighted.

### The lead sheet
Click any lead to open its sheet on the right. Everything saves as you edit, field by field.
Part of the sheet | What it holds
Next step | The action, its due date and a "Done" button.
Header | The LEAD- number, status, "Lead name" and "Company".
Stage, source, owner | Move the lead to another stage, set a source (Referral, Website, Outbound, Event, Repeat client, Other) and pick an owner from your CRM team. Assigning someone notifies them.
Estimated value | A rough deal size in your currency. It feeds the pipeline totals.
Contact | Contact name, Email, Phone and Website. If another open lead uses the same email, the sheet points it out so you can avoid duplicates.
About | Free-form notes: what they want, what they said, what to remember.
Documents | Proposals and contracts written for this lead, newest first, with "Create proposal" and "Create contract".
Activity | An automatic history (created, moved stage, completed steps, lost, won) plus notes from your team. Write one with "Add a note…" and "Post note".
The "Lead actions" menu (the three dots) holds "Mark lost…", "Reopen" for a lost lead, and "Archive" / "Unarchive".

### Paperwork before the client exists
You do not have to convert a lead to send it a proposal or a contract. From the lead sheet’s Documents section, click "Create proposal" or "Create contract". The document is addressed to the lead’s company (or name), prefilled from what you already entered, and lives on the lead until the deal closes. When you convert, those documents are moved onto the new client automatically. See Proposals and Contracts and e-signing.

### Mark a lead lost
1. Drag the card onto the "Lost" zone that appears on the right edge while you drag, or choose "Mark lost…" from the lead’s menu.
2. Pick a reason: "Price", "Timing", "Went quiet", "Competitor", "Not a fit" or "Other".
3. Add a note if it helps, then click "Mark lost".
Lost leads leave the board but stay in the List under "Lost". Changed your mind? Open it and choose "Reopen".

### Win a deal and convert it to a client
1. Drag the card onto the "Won" zone, or click "Won → convert" at the top of the lead sheet.
2. In "Turn this lead into a client", check the "Client name" (it starts from the lead’s company).
3. Optionally tick "Invite a client user now" and enter their email to send a portal invitation in the same step.
4. Click "Convert to client".
The client is created with its own board, the lead is marked "Won", and the sheet shows a "Converted" banner with "View client →" and "Create a project →" shortcuts. If the invitation fails for any reason the conversion still stands; send the invite later from Settings → Clients.
Converting is one-way: A converted lead is frozen as a record of the deal on the day it closed. You can still add to "About" and archive it, but you cannot move it back into the pipeline. Make sure the deal is really won first.

### Related
- Add a client if the client did not come through the CRM.
- Your first project once the client exists.
- Roles and seats for who holds the Finance and Sales seats.

### Proposals
URL: https://uprush.work/docs/sales/proposals
Write a priced proposal, send it with a no-login approval link, and turn an approved proposal into a project in one click.
A proposal is your priced offer: line items, a total, notes and terms. You send it to the client by email, they open a link (no account needed), read it and approve or decline. Once approved, one click turns it into a project with the proposal’s value already set.
Proposals live in "Billing" → "Proposals". Each one gets a workspace number such as PRO-07. You can also write one for a lead that is not a client yet, straight from the CRM.

### Write a proposal
1. Go to "Billing" → "Proposals" and click "New proposal". (From a lead, click "Create proposal" in its Documents section instead; the proposal is addressed to that lead.)
2. Choose the client and the currency, and give it a title.
3. Add the line items: a description, a quantity and a unit price for each. Use "Add line" for more. The total adds itself up.
4. Write any notes for the client, set "Valid until" if the offer has a shelf life, and add your terms.
5. Click "Create draft".
A draft is yours to change: "Edit" reopens the builder, and "Delete" removes it. Only drafts can be edited. Use "PDF" any time to download a copy.
NOTE: Everything you write on the proposal (lines, total, notes and terms) is what the client sees. Keep internal costs and contractor information out of it: those live in Ops, where clients never look.

### Send it
1. Open the draft and click "Send".
2. Check the recipient in To, and add up to ten "Extra recipients" if others should get a copy.
3. Click "Send proposal". The client gets a branded email with a "Review and sign" button and the PDF attached.
Sending freezes the numbers and opens the approval link. Prefer to deliver it yourself? Tick "Don’t send the email" and the button becomes "Mark as sent"; then use "Copy sign link" and share the link however you like.
While a proposal is out, you can:
- "Copy sign link" to paste the link into a message.
- "Resend email" if the client lost it.
- "Withdraw" to pull it back to a draft. The old link stops working, so you can edit and send again.
- "Record client approval…" or "Record client decline…" when the answer came by phone, email or in a meeting.

### What the client sees
The link opens a clean page with your proposal: the lines, the total, your notes and terms. No login is needed. The link stays live for 30 days.
1. The client clicks "Approve" or "Decline".
2. They type their "Full name" and "Email", and optionally "Anything to add".
3. They click "Confirm approval" (or "Confirm decline"). Their name and the date are recorded with the answer.
You are notified either way. Clients who already use the portal can also find and approve proposals on its Money page; see The portal’s money page.

### Statuses
- Draft: Being written. Only you can see it, and it can still be edited or deleted.
- Sent: Out with the client. The approval link is live.
- Approved: The client said yes (or you recorded their yes). Ready to convert.
- Declined: The client said no. You can reopen it or delete it.
- Converted: Turned into a project. The proposal links to it.

### Turn an approved proposal into a project
1. Open the approved proposal.
2. Click "Convert to project".
3. UpRush creates a draft project for the client with the proposal’s value as its project value. The proposal now shows a link to open it.
Proposals written for a lead: A project needs a client, so a proposal written for a lead converts only after the lead itself is converted to a client in the CRM. Converting the lead moves its proposals onto the new client automatically.
From there, see Projects to plan the work and Project value and SOW for how the value feeds invoicing. Usually a contract follows the proposal: see Contracts and e-signing.

### Contracts and e-signing
URL: https://uprush.work/docs/sales/contracts-and-e-signing
Draft contracts from templates with fill-in variables, sign first as the studio, and let the client sign online without an account. Both sides get the executed PDF with a certificate of completion.
UpRush has a built-in contract editor and an e-signing flow. You write (or start from a template), sign as the studio, and send a link. The client reviews the full text, adopts a signature and signs. Nobody needs a separate signing service, and the client never needs an account.
Contracts live in "Billing" → "Contracts". You can also create one for a lead from the CRM before the client exists.

### Before your first contract: your signature
The studio always signs first, so save your signature once and reuse it. Go to Settings → Your profile → "Your signature" and choose one way:
- Draw it with your mouse, trackpad or finger.
- Type your name and pick a style: Casual, Flowing or Formal.
- Upload an image of your signature (PNG, JPG or WebP, under 5 MB).
If you skip this, UpRush asks you to adopt a signature the first time you send a contract.

### Templates
The Templates section of "Billing" → "Contracts" holds your reusable contracts. Click "Add starter templates" to load a library of starting points written for creative studios, grouped into Core agreements, Production, People and partners, and Protection and paperwork. They include a master services agreement, a statement of work, a monthly retainer agreement, a kill-fee agreement, production, photography and licensing agreements, talent releases, contractor and subcontractor agreements, an NDA, an IP assignment and a change-order amendment.
Click "New template" to write your own; they appear under Your templates.
Not legal advice: The starter templates are drafting aids. Have a lawyer review anything you plan to rely on, especially for your jurisdiction.

### Create a contract
1. In "Billing" → "Contracts", click "New contract". (From a lead, use "Create contract" in the lead sheet.)
2. Pick a template, or "Start blank".
3. Choose the client (or the lead), and optionally a project so project details can fill in.
4. Click "Create and write it". The contract opens in the full-page editor.

#### Placeholders and variables
Templates can carry placeholders that UpRush fills for you: {{client_name}}, {{workspace_name}}, {{project_name}}, {{project_value}} and {{today}}.
Anything else that needs a value (fee amounts, dates, deliverable counts) shows up in the editor’s side rail under "Variables", with a count of what is still "to fill". Type into "Type the value" and click "Fill" to drop it into every matching blank at once. Blanks are written as underscores (____) or labelled brackets like [Kill fee: ____], and choices like [monthly / quarterly]. Use "Add variable" to create your own. The rail also has an "Outline" for jumping between sections and "Details" for the contract’s client and project.
TIP: Any blank you leave unfilled prints exactly as written. Check the Variables count reaches zero before you send.

### Sign and send
1. In the editor, click "Send".
2. If you have no saved signature, adopt one now and click "Adopt and continue".
3. Check "Signing as", the recipient in To, and any "Extra recipients".
4. Click "Sign and send". Your signature goes on first, and the client gets an email with the signing link.
To deliver the link yourself, tick "Don’t send the email" (the button becomes "Sign and mark as sent"), then use "Copy sign link".
Editing a sent contract revokes its link: If you change the wording of a sent contract, the old signing link stops working so nobody can sign a version that no longer exists. Send a fresh one when you are done. To make changes deliberately, use "Pull back to draft" from the editor menu.

### How the client signs
The link opens a no-login signing page that stays live for 30 days. Clients who use the portal can also sign there. Signing takes three steps:
1. Review: the client reads the whole contract and clicks "Continue" once they have reached the end.
2. Adopt your signature: they draw, type or upload a signature.
3. Sign: they confirm their "Full name" and "Email", agree to sign electronically, and click "Sign".
Right after signing, the client can "Download your signed copy". Both parties also receive the executed copy by email. The signed PDF ends with a Certificate of completion: the document fingerprint, who signed and when, where copies were delivered, and the signing trail.

### Statuses and actions
- Draft: Being written. Editable, and deletable.
- Sent: Signed by the studio and out with the client.
- Signed: Fully executed. The wording is frozen.
- Void: Cancelled. Kept for the record.
Action | What it does
"Copy sign link" | Copies the client’s signing link (sent contracts).
"Mark as signed" | Records that the client signed. The wording is frozen from then on.
"Download PDF" | Downloads the current contract as a PDF.
"Pull back to draft" | Takes a sent contract back so you can edit it. The old link stops working.
"Void contract" | Cancels a contract. To change a signed contract, void it and draft a new one.
"Delete contract" | Removes it entirely. Only drafts and void contracts can be deleted.

### Related
- Proposals usually come first: price the work, then paper it.
- Change orders for scope changes once the project is running.
- Project value and SOW for the numbers a contract can pull in.

### Testimonials
URL: https://uprush.work/docs/sales/testimonials
Ask a client for a testimonial with one no-login link. They can write a few lines or record a voice note, and with their permission you can feature it on your public testimonial wall.
The best time to ask for kind words is the moment the work lands. UpRush makes the ask a single link: the client opens it, writes a few lines or records a voice note, and sends it. No account, no login. Everything comes back to one place, and the testimonials they agree to share can go on a public wall you can link from your website.

### Where to find it
Testimonials does not have its own dock item. Open it from the "Testimonials" link in the header of "Projects", or search for it with ⌘K. On a completed project, the header also shows "Ask for a testimonial", which opens the ask with the client and project already picked.

### Ask for a testimonial
1. On the Testimonials page, click "Ask for a testimonial" (or use the button on a completed project).
2. Pick the "Client" and, optionally, the "Project" it is about.
3. Fill in "Their name" and "Their email". The email is needed to send it; a link works without one.
4. Optionally add "A line from you". It appears in the email and on the page they land on.
5. Click "Send the ask" to email it, or "Create and copy link" to share the link yourself.
The link works for 60 days.

### What the client sees
The link opens a short, friendly page with your note. The client can:
- Give an optional rating from one to five stars.
- Choose "Write it" and type their testimonial (up to 4,000 characters), or "Say it" and record a voice note (audio only, up to 10 minutes and 15 MB).
- Add "Your name" and, optionally, their role and company.
- Tick the consent box to let your studio share it publicly. It is off by default: nothing is published unless they opt in.
- Click "Send it".
They can come back and update their testimonial while the link is still active.

### Responses and requests
The Testimonials page has two parts.

#### Responses
- Every testimonial you received, with its rating, words or voice note, and who it is from.
- Click the star to mark one as featured. Featured testimonials appear first on your wall.
- Use the "On the wall" switch to publish one. The switch only works when the client gave permission to share publicly.
- The menu lets you "Archive" (keeps it, out of the way) or delete a testimonial for good.

#### Requests
Every ask you sent, with its state: Open (waiting), Answered or Closed. From a request’s menu you can "Copy link", "Send the email again" or "Close the request". Closing stops the link straight away; anything they already sent stays.

### Your public wall
Your wall is a public page at uprush.work/wall/your-workspace showing every published, consented testimonial, featured ones first, with your average rating. Link it from your website or proposals.
1. On the Testimonials page, find "Your wall".
2. Switch it on. (The same switch lives in Settings → Workspace as "Public testimonial wall".)
3. Publish the testimonials you want with their "On the wall" switch.
4. Use "View wall" to check it, and copy the address to share it.
Consent comes first: A testimonial can only go on the wall if the client ticked the consent box. Turning the wall off hides the whole page without unpublishing anything.
Related: The CRM for winning the next client, and Projects for completing the work that earns the testimonial.

## Money
Project value, change orders, invoices, payments, retainers, QuickBooks and insights.

### Project value and SOW
URL: https://uprush.work/docs/money/project-value-and-sow
Give every project a price, keep the client’s own SOW or PO number on its invoices, and write an internal scope of work for your contractors.
Money in UpRush starts with one number: the project value, the full price you agreed with the client. Everything else on the money side reads from it. Invoices bill against it, change orders adjust it, and the project’s "Money" tab shows how much of it you have invoiced, collected and still have outstanding.
This page covers three related things that are easy to mix up: the project value, the SOW number (the client’s own statement of work or purchase order reference), and the internal scope of work you write for contractors. Only the first two ever reach the client.

### Set the project value
You can set the value when you create the project (the "Project value (optional)" field in the new project dialog) or at any time afterwards.
1. Open the project and choose "Edit" in its header. The "Edit project" dialog opens.
2. In "Project value", type the full project price. Grouping separators appear as you type, so you can enter plain digits.
3. Pick the currency in the selector beside the amount. It defaults to your workspace’s default currency (see Currencies).
4. Choose "Save changes".
TIP: To clear a value, empty the field and save. A project with no value still works; you just can’t use the quick percentage buttons in the invoice builder until it has one.

### Base value and current value
The number you type is the base value. When the client approves a change order, its amount is added to (or, for a reduction, taken off) the base. The project then shows a current value instead of a plain value.
- On the project header, the stat reads "Current value". Click it to expand the breakdown.
- On the "Money" tab, "Base + changes" opens a short ledger: "Base value", one line per approved change order (for example CO-01 Extra cutdowns  +$1,500.00), and the "Current value" total.
- Only approved change orders count. Drafts, ones still awaiting the client, declined and void change orders never move the value.
Invoices bill against the current value, so the "Remaining" button in the invoice builder always means “everything not yet invoiced on the project as it stands today”.

### Project type decides whether it is billable
Each project has a "Type" set in the same "Edit project" dialog (and in the new project dialog). It decides whether money on the project counts at all.
Type | What it means
"Client work" | Billable. Counts in every money total and can be invoiced.
"Pro bono" | Given away. A value is optional and the project is never invoiced.
"Internal" | Your own studio work. Kept out of client money entirely.
On a pro bono or internal project the "Money" tab shows a type chip where the "New invoice" button would be, and the payment progress bar is hidden (a pro bono project is not a collections problem). To make one of these projects invoiceable, change its "Type" back to "Client work". There is no per-invoice override.

### The project’s Money tab
Money roles (Owner, Admin, Team Manager, Finance and Sales) see a "Money" tab on every project. It holds:
- The Money card: the project value (or current value), a "New invoice" button, and three figures: "Invoiced", "Paid" and "Outstanding". Billable projects with a value also show a payment progress bar.
- A line such as “$4,500.00 not invoiced yet” with a "Bill remaining" button that opens the invoice builder for this project (or "Fully invoiced against the current value." once nothing is left).
- The list of this project’s invoices with their status chips.
- The "Change orders" card (see Change orders).
- The internal "Scope of work" card, described below.
These figures are computed exactly the same way as the client’s own Money page in the portal, so you and your client never read different numbers. See The portal’s Money page.

### SOW number (the client’s reference)
Many clients issue their own statement of work or purchase order number and need it on every invoice so their accounts team can match it. UpRush keeps that as the project’s SOW number.
1. Open the project and choose "Edit" (or fill it in when you create the project).
2. Type the reference in "SOW number (optional)", for example 4471-B. Up to 64 characters.
3. Choose "Save changes".
The number shows as a small "SOW" tag on the project header and is printed on every invoice for the project. It is read live, so if the client sends a corrected PO number, updating the project updates every invoice that shows it. You can switch the line off on invoices with the "SOW number" toggle in Invoice design.

### Scope of work (internal, for contractors)
Separately, a project can carry a full scope of work: the brief you hand to contractors, with objective, deliverables, formats, milestones and terms. It is marked "Internal only" because it can include what you pay contractors. Clients never see it.
1. Open the project’s "Money" tab and find the "Scope of work" card.
2. Choose "Create new" to write one from scratch, or "Link existing" to reuse a scope you already wrote for a task.
3. For a new scope, give it a "SOW title" and fill in the sections you need: "Objective", "Background", deliverables, "Revision rounds included", "Deadline", milestones, "Formats", "Not included", "Payment summary", "Licensing" and "Terms".
4. Choose "Create scope of work".
Scopes are versioned. When the brief changes, choose "Add version", update the content, describe it in "What changed", and save. Versions are permanent, so you always have the history of what was agreed. A scope linked from a task can be removed from the project with "Unlink"; it stays on its original task with every version.
Scopes of work also travel with contractor quotes. See Opportunities and quotes.
What the client sees: Clients see the project value (on their Money page as part of their total), the SOW number on invoices, and approved change orders. They never see the internal scope of work, contractor costs, quotes or margins.

### Change orders
URL: https://uprush.work/docs/money/change-orders
When scope grows or shrinks after a project is agreed, send a change order. Once the client approves it, the project’s value updates and you can bill it.
A change order records an agreed change to a project’s price: extra deliverables, a new format, or a reduction when part of the work is dropped. Each one is numbered per project (CO-01, CO-02 and so on), goes to the client for approval, and once approved is added to the project’s current value. It keeps scope creep honest without anyone rewriting the original quote.

### Create a change order
1. Open the project and go to the "Money" tab.
2. In the "Change orders" card, choose "New change order".
3. Give it a "Title" the client will recognize, for example “Two extra 15s cutdowns”.
4. Add a "Description" if it helps. The client sees this, so write it for them.
5. Pick the "Type": "Addition" adds to the project value, "Reduction" takes off it (recorded as a descope credit).
6. Enter the "Amount" as a positive number. The type decides the sign.
7. Check the "Currency". If the project has a value, it is locked to the project’s currency; if not, pick one.
8. Choose "Create draft".
Drafts are private to your team. You can change one with "Edit draft" or remove it with "Delete draft" (deleted drafts are gone for good).

### Send it to the client
1. On the draft, choose "Send to client".
2. Confirm. The change order’s details lock once it is sent.
The client sees it in the "Waiting on you" section of their portal Money page, with the title, description and amount (reductions are flagged as good news). They can choose "Approve", or decline with an optional note telling you why. Either way your team is notified.

### Record the client’s answer yourself
Not every client logs in to click a button. If they said yes (or no) by phone or email, record it for them:
- "Record approval" records their approval on their behalf. This is final.
- "Record decline" records a decline, with a note if you want one.
- "Void" cancels a sent change order so the client can no longer respond to it. This can’t be undone. In the portal a voided change order shows as “Withdrawn”.

### Change order statuses
- Draft: Being written. Only your team can see it.
- Awaiting client: Sent. Details are locked and the client can approve or decline.
- Approved: Agreed. The amount is now part of the project’s current value.
- Declined: The client said no. The project value is unchanged.
- Void: Cancelled by your team. The client sees it as withdrawn.

### Fix a mistake: withdraw or reopen
Owners, Admins and Finance can correct a change order after it has left draft:
- "Withdraw to draft" (on a change order awaiting the client) pulls it back to a fully editable draft. The client’s pending approval disappears until you send it again.
- "Reopen…" (on an approved or declined change order) clears the recorded decision and puts it back in the client’s approval queue. The client is notified.
Both ask for an optional reason, which is kept in the change order’s internal history. Every send, decision and correction is logged there, so you can always see who did what and when.

### Bill an approved change order
Approved change orders are offered as one-click pills in the invoice builder. Open "New invoice" with the project selected and look for the "Bill CO:" row: each pill adds that change order as its own line item. Change orders you have already billed are skipped. The "Remaining" button also itemizes any unbilled change orders alongside the base. See Invoices.
TIP: A change order changes the agreed price; it does not create work on its own. Add the matching tasks or deliverables to the project as usual (see Projects).

### Invoices
URL: https://uprush.work/docs/money/invoices
Build client invoices from a project’s value in a few clicks, send them, email the PDF, and track every one from draft to paid in Billing → Invoices.
Client invoices live in "Billing" → "Invoices". You can start one from there, from a client’s billing page, or straight from a project’s "Money" tab, where the builder already knows the client, the project and what is left to bill.
Payments happen outside UpRush: UpRush does not take card or bank payments. Your client pays you the way they always do (wire, card, PayPal, check), and you log it with "Record payment". See Recording payments.

### Create an invoice
1. Choose "New invoice" (in "Billing" → "Invoices", or on the project’s "Money" tab).
2. Check the "Invoice number". UpRush suggests the next one from your numbering settings; you can change it.
3. Pick the "Client" and the "Currency". The client’s billing details pre-fill currency and default terms when they are set.
4. Link a "Project" if this invoice bills one. You can also fill "Project name" and "Installment" (for example “Deposit”) to label the invoice.
5. Add line items with "Add line": description, quantity and unit price. Or use the quick bill buttons below.
6. Optionally set a "Tax rate %" and "Tax label" (VAT, GST…), and a "Discount" as a fixed amount.
7. Choose "Payment terms", the "Issue date" and the "Due date". Set the due date yourself; it is what decides when an invoice turns overdue.
8. Add "Notes" if you like, then choose "Create draft".

#### Quick bill buttons
With a project selected, the "Bill:" row turns the project’s current value into line items for you:
- "100%", "50%" and "25%" add that share of the project value as a line.
- "Custom %" opens a field to bill any other share.
- "Remaining" adds everything still unbilled on the project, itemized: the base and any unbilled approved change orders.
- "Bill CO:" pills add a single approved change order (see Change orders).
Under the buttons, a hint such as “Invoiced so far: $12,000.00 of $30,000.00 (40%)” keeps you from double billing. The buttons are disabled until the project has a value, or when the project’s value is in a different currency from the invoice.
"Payment terms" offers No terms, Due on receipt, Net 7, Net 15, Net 30, Net 45, Net 60 or a custom wording. The terms are printed on the invoice; the due date is the date you pick.

### Send it
A draft is private to your team. Sending is a deliberate two-step so you stay in control of what reaches the client’s inbox.
1. Open the draft and choose "Send".
2. Confirm with "Mark as sent". This marks the invoice sent and starts the receivable clock. It does not email anything yet.
3. UpRush asks "Email it to the client now?". Choose "Email invoice" to send the PDF, or "Not now" to email it later with the "Email" button.
The email dialog attaches the invoice PDF and lets you confirm "Send to" and CC addresses, with one-click suggestions; the client’s extra billing emails ride along as CC. Choose "Send email". Once sent, the invoice also appears on the client’s portal Money page. Clients never see drafts or void invoices.

### Invoice statuses
- Draft: Being written. Fully editable, invisible to the client.
- Sent: Issued to the client and waiting for payment.
- Partly paid: Some money recorded, a balance still due.
- Overdue: Sent or partly paid, past its due date, with a balance still open.
- Paid: Payments cover the full total.
- Void: Cancelled. The record is kept but marked uncollectable.
Overdue is not something you set. UpRush shows it automatically once the due date passes with money still owed, and drops it the moment the invoice is paid.

### Everything you can do on an invoice
Action | When | What it does
"Edit" | Draft | Change any detail or line item. Invoices can only be edited while they are drafts.
"Preview" / "PDF" | Any time | See the invoice as the client will, or download the PDF.
"Send" | Draft | Marks it sent (see above).
"Email" | Sent or later | Emails the PDF to the client. Voided invoices can’t be emailed.
"Record payment" | Sent or partly paid | Logs money received. See Recording payments.
"Withdraw" | Sent, nothing paid | Takes it back to draft so you can fix it.
"Void" | Sent or partly paid | Cancels it for good while keeping the record. This can’t be undone.
"Duplicate" | Any time | Starts a new draft from this one.
"Delete draft" | Draft | Removes the draft and its lines. Paid invoices are always kept.
"Create in QuickBooks" | Sent or later | Pushes it to QuickBooks Online when connected. See QuickBooks.

### The invoice list
"Billing" → "Invoices" opens on "Open" (everything not yet settled). Filter by "Overdue", Draft, Sent, Partly paid, Paid, Void or "All", and by client. Select several sent invoices to act on them together:
- "Record payment" logs one payment per invoice in a single dialog.
- "Email invoices" sends one email with every PDF attached. All selected invoices must belong to the same client and share a currency.
- "Create in QuickBooks" pushes the selection when QuickBooks is connected.

### Numbering
Owners, Admins and Finance set numbering in "Settings" → "Billing": an "Invoice prefix" (default IN) and a "Number format", either yearly (IN_2026_0001, restarting each year) or continuous (IN-0001). Invoice numbers must be unique in the workspace. The look of the PDF is covered in Invoice design.
TIP: Billing → Projects lists every project with its "Value", "Invoiced", "Paid" and "Outstanding", flags projects that are "Never invoiced", and has an "Invoice" button on each client work row. It is the fastest way to spot work you forgot to bill.

### Recording payments
URL: https://uprush.work/docs/money/recording-payments
Clients pay you outside UpRush. Log each payment with Record payment, singly or in a batch, and invoice statuses, balances and dashboards update on their own.
UpRush does not process payments. Your clients pay you by wire, card, PayPal, check or however you normally get paid, and you record that money against the invoice. Recording is what moves an invoice to "Partly paid" or "Paid", clears it from overdue, and feeds every received, collected and outstanding figure in the product.

### Record a payment on one invoice
1. Open the invoice (from "Billing" → "Invoices", a client’s billing page, or the project’s "Money" tab).
2. Choose "Record payment". The dialog shows how much is outstanding.
3. Check the "Amount". It is prefilled with the full balance; change it if the client paid part.
4. Set "Received on", the date the money arrived. It defaults to today.
5. Optionally fill "Method" (Wire, card, PayPal…) and "Reference" (a transfer id, check number, anything that helps you reconcile).
6. Choose to save. You’ll see “Payment recorded”.
Partial payments are fine. Record each one as it arrives: the invoice shows "Partly paid" with the remaining balance until payments cover the total, then flips to "Paid" by itself. You never set these statuses by hand.
NOTE: You can only record a payment on an invoice that has been sent. Mark a draft as sent first (see Invoices). Void invoices can’t take payments.

### Record several payments at once
When a client settles a batch of invoices in one transfer, record them together:
1. In "Billing" → "Invoices", select the invoices with their checkboxes.
2. Choose "Record payment" in the bulk bar. The dialog title reads, for example, "Record 3 payments".
3. Each row shows the invoice, its "Balance" and an "Amount" prefilled with that balance. Adjust any amount.
4. Set "Received on", "Method" and "Reference" once; they apply to the whole batch.
5. Save. If any row doesn’t go through, a "Payment results" view tells you what happened to each invoice so you can retry just those.

### Correct a mistake
Recorded the wrong amount or the wrong invoice? On the invoice, find the payment in its payment list and use the trash icon to remove it, then confirm "Remove payment". The balance and status are recalculated immediately, so a "Paid" invoice goes back to "Partly paid" or "Sent" as the numbers dictate. Then record the correct payment.
Paid invoices can’t be voided or deleted; they are part of your books. To undo a paid invoice, remove the payments first.

### Where payments show up
- The invoice itself: a payment list with date, amount, method and reference, and the running balance.
- The project’s "Money" tab: "Paid" and "Outstanding", plus the payment progress bar.
- "Billing" → "Overview": "Received", "Outstanding", "Overdue" and the "Recent payments" list. See Insights and dashboards.
- "Billing" → "Clients": the "Outstanding by client" view of who still owes what.
- The client’s portal Money page: their "Paid" and "Balance due" figures update as you record. See The portal’s Money page.
- QuickBooks, if connected, does not receive payments from UpRush; record them there too if you keep books in QuickBooks. See QuickBooks.
TIP: Use "Reference" consistently (for example the bank’s transfer id). It makes month-end reconciliation a search instead of a guessing game.

### Retainers and subscriptions
URL: https://uprush.work/docs/money/retainers-and-subscriptions
Run a client on a monthly, quarterly or yearly plan: record the subscription, show it in their portal, and generate the invoice for each period in one click.
Plenty of studios work for some clients on a retainer: a fixed fee per month for a steady flow of requests. UpRush supports this with a subscription on the client, paired with the client’s "Dashboard mode" and their active task limit, which together decide how much they can have in production at once.

### Subscription or Projects mode
Every client has a "Dashboard mode", set when you add the client (in the setup wizard or "Settings" → "Clients") and changeable later. It controls how their portal frames the work:
Mode | What the client sees
"Subscription" | Their plan on the portal cover: plan name, price per interval and the renewal date. The "Active" tile counts against their slots (for example “1 of 2”, with “Slot available” or “All slots in use”).
"Projects" | A simpler dashboard organised around their projects, without plan or slot details.

### Add a subscription
1. Go to "Settings" → "Clients" and open the client.
2. Choose "Subscription". The "Add subscription" dialog opens.
3. Fill in "Plan name" (for example “Content retainer”), the "Price" and the "Billing interval": "Monthly", "Quarterly" or "Yearly".
4. Set the "Status": "Active", "Paused" or "Cancelled".
5. Enter the "Current period start" and "Current period end", and when the relationship "Started on".
6. Add any "Notes" for your team, then save.
Each client has one subscription. To change the plan, price or period, open "Subscription" again; the dialog becomes "Edit subscription".

### Invoice each period
When it is time to bill, choose "Generate invoice for current period". You’ll find it in the subscription dialog and on the client’s page in "Billing" → "Clients", under "Subscriptions".
UpRush creates a draft invoice for the client with one line for the plan, labelled with the period (for example “Content retainer · subscription”, with an installment label such as “Mar–Apr 2026”). You’ll see a confirmation like “Draft IN_2026_0042 generated”. Review it, then send it as usual (see Invoices).
Billing doesn’t run on its own: Generating an invoice does not move the subscription to the next period, and nothing is generated automatically. After you bill a period, open the subscription and update "Current period start" and "Current period end" for the next one.

### Retainer housekeeping
- Set the client’s active task limit to match what the retainer covers. The client can move requests between Queue and Active only while a slot is free. See Active task limit.
- Use "Paused" when a client takes a break, and "Cancelled" when the retainer ends, so your team can see the state at a glance.
- Record retainer payments like any other invoice. See Recording payments.
- Larger one-off pieces of work for a retainer client can still run as separate projects with their own value and invoices.

### Currencies
URL: https://uprush.work/docs/money/currencies
Quote, invoice and pay in any of twelve supported currencies. UpRush never adds different currencies together, and offers an estimated combined view in Billing Insights.
Studios work across borders, so every money document in UpRush carries its own currency. A US studio can bill one client in USD, another in EUR, and pay a contractor in COP, all in the same workspace, without anything being converted behind your back.

### Supported currencies
Code | Currency
USD | US Dollar
EUR | Euro
GBP | British Pound
CAD | Canadian Dollar
AUD | Australian Dollar
COP | Colombian Peso (entered in whole pesos)
MXN | Mexican Peso
BRL | Brazilian Real
ARS | Argentine Peso
CLP | Chilean Peso (no decimals)
PEN | Peruvian Sol
JPY | Japanese Yen (no decimals)
Amounts are formatted the way each currency is normally written, and money inputs add grouping separators as you type.

### Where currency is set
Currency is chosen at a few levels, each one pre-filling the next. You can always override it on the document itself.
Where | What it does
"Settings" → "Workspace" → "Default currency" | Pre-selected on new quotes, invoices and assignments. Owners and Admins set it.
"Settings" → "Clients" → "Client billing details" → "Currency" | The client’s billing currency. Pre-fills their invoices, along with their default payment terms.
Beside "Project value" on a project | The currency the project is priced in.
Change orders | Locked to the project’s currency once the project has a value.
Every invoice, quote and assignment | Has its own "Currency" field.
NOTE: The invoice builder’s quick bill buttons ("100%", "50%", "Remaining" and so on) only work when the invoice is in the same currency as the project value. If they differ, hovering the buttons tells you so. Switch the invoice currency or add the lines by hand.

### Money is never summed across currencies
UpRush will not add dollars to euros. Wherever totals appear (the project "Money" tab, "Billing" → "Overview", dashboards, the client’s portal Money page) you get one figure per currency, side by side. A workspace that billed in USD and EUR this year sees two sets of KPIs, not one blended number.

### The estimated combined view
Sometimes you do want a single picture of the business. "Billing" → "Insights" shows a pill for each currency with activity, plus one more: "≈ All in USD" (named after your default currency). Choose it to see every figure converted into your default currency.
- Each invoice, payment and contractor cost converts at the daily exchange rate of its own date, from a public exchange-rate dataset. A three-year-old invoice is not re-valued at today’s rate.
- Every converted figure carries a “≈” so it can’t be mistaken for a stored amount, and a footnote lists the currencies that were converted.
- Rows that were converted are marked “≈ converted”.
- If a rate can’t be fetched, those items are left out and the page tells you how many.
- It is an estimate only. Stored amounts never change.
Choose any currency pill to go back to exact, unconverted figures. See Insights and dashboards.
TIP: Contractors can be paid in their own currency too: assignments and contractor invoices each carry a currency. See Assignments and pay.

### Invoice design
URL: https://uprush.work/docs/money/invoice-design
Make the invoice PDF look like your studio: accent color, logo, header style, what prints on it, and the billing identity and bank details your clients pay to.
Every client invoice in UpRush renders as a clean PDF that your client receives by email and can download from their portal. "Settings" → "Billing" controls how it looks and what it says about you. There are two cards: "Invoice design" for the look, and "Billing identity" for who you are and how to pay you.
NOTE: Design changes apply to every invoice, new and past. Re-download an old invoice and it comes out in the current design, with the same numbers.

### Design the invoice
1. Go to "Settings" → "Billing" and find the "Invoice design" card.
2. Pick an "Accent color" from the swatches, or type a custom hex.
3. Choose a "Logo size": "Small", "Medium" or "Large".
4. Choose a "Header style": "Classic" (a clean rule under the header) or "Bold" (a larger title on a tinted header band).
5. Switch on the blocks you want printed (see the table below).
6. Optionally add a "Footer note", a short line printed at the bottom of every page (up to 200 characters).
7. Watch the "Live preview" update as you go, then choose "Save invoice design".
Toggle | What it prints
"Payment instructions block" | Your bank details and payment instructions at the bottom of the invoice.
"Project + installment" | The project name and installment label (for example “Deposit” or “Final 50%”).
"SOW number" | The project’s SOW or PO number when it has one. See Project value and SOW.
"UpRush credit in footer" | A small “Prepared with UpRush” line at the bottom. Turn it off for a fully unbranded invoice. Your logo or name always leads the header either way.

### Set your billing identity
The "Billing identity" card holds the details printed in the “from” block of every invoice, and the payment details your clients need.
1. Fill in your "Legal name", "Tax / VAT ID" and "Billing email".
2. Add your "Billing address".
3. Under "Bank details", enter what your clients need to pay you: bank name, account holder, account number, routing number, IBAN, SWIFT / BIC, account type and any notes. Fill only what applies to your bank.
4. Write "Payment instructions" in plain words, for example “Please include the invoice number as the transfer reference.”
5. Set numbering: an "Invoice prefix" (2 to 8 characters, starting with a letter; IN by default) and a "Number format", either "Yearly · IN_2026_0001" or "Continuous · IN-0001".
6. Choose "Default payment terms" and "Default invoice notes" to pre-fill new invoices.
7. Upload an "Invoice logo" (PNG, JPEG or WebP, under 2 MB).
8. Choose "Save billing identity".
Use a PNG for the logo: An SVG logo shows in the app but never prints on the invoice PDF. Upload a PNG, JPEG or WebP for invoices.
Bank details are only visible to Owners, Admins and Finance in settings, and appear to clients only on the invoices you send them (when "Payment instructions block" is on).

### Per-client billing details
The “bill to” side comes from each client. In "Settings" → "Clients", open a client and choose "Billing" to open "Client billing details", where you set "Legal name", "Tax ID", "Billing email", "CC emails", their billing address, "Currency", "Default payment terms" and "Notes". These pre-fill that client’s invoices and the email dialog. See Currencies.
TIP: Tax is set per invoice in the builder ("Tax rate %" and "Tax label"), not as a workspace default, so you can bill domestic and international clients correctly from the same workspace.

### Remove UpRush branding everywhere
Beyond the invoice footer toggle, Owners and Admins can switch on "White-label documents" in "Settings" → "Workspace". It removes the UpRush logo and badge from PDFs, shared pages and email footers, so your clients see only your studio.

### QuickBooks
URL: https://uprush.work/docs/money/quickbooks
Connect QuickBooks Online and push sent client invoices into it with one click, customer and line items included, so your bookkeeper never retypes an invoice.
If your books live in QuickBooks Online, UpRush can create your client invoices there for you. You keep running billing in UpRush (building, sending, chasing) and push each invoice to QuickBooks when it is final. The sync is one way: UpRush to QuickBooks.

### Connect your company
1. Go to "Settings" → "Integrations" and find the "QuickBooks Online" card.
2. Choose "Connect QuickBooks".
3. Sign in to Intuit and pick the QuickBooks company to connect, then approve access.
4. You land back in UpRush with “QuickBooks connected”. The card now shows "Connected", the company name, its company ID and the date it was connected.
Only Owners and Admins can connect or disconnect QuickBooks. If the connection stops working (for example an expired authorization), the card shows "Needs attention" with a "Reconnect QuickBooks" button.

### What gets synced
Synced to QuickBooks | Not synced
Client invoices that have been sent | Drafts (send the invoice first)
The customer: UpRush finds it by name or creates it | Payments you record in UpRush
Line items, as invoice lines | Contractor quotes, assignments and contractor invoices
A discount, as a negative line | QuickBooks tax codes (tax is added as its own line instead)
Invoice number, currency, dates and notes | Later edits made in either system
NOTE: Tax is added as an explicit line because QuickBooks tax codes are specific to each company, so UpRush does not map them. Your bookkeeper can adjust tax treatment in QuickBooks if needed.

### Push one invoice
1. Open a sent, partly paid or paid invoice. (On a draft, the button explains: “Send the invoice first. Drafts don’t sync to QuickBooks.”)
2. Choose "Create in QuickBooks".
3. The invoice is queued and a chip shows its progress: "Queued for QuickBooks", then "Creating in QuickBooks". If QuickBooks is slow to respond you may see "QuickBooks push retrying"; UpRush keeps trying on its own.
4. When it lands, the button becomes "View in QuickBooks", which opens the invoice in QuickBooks.
If you see "QuickBooks push failed", check the connection in "Settings" → "Integrations" (reconnect if it needs attention) and try again.

### Push several invoices
1. In "Billing" → "Invoices", select up to 10 sent invoices.
2. Choose "Create in QuickBooks" in the bulk bar and confirm.
3. A results view shows what happened to each invoice. Invoices already in QuickBooks are skipped, and any that failed stay selected so you can retry them.
Invoices that are already in QuickBooks show a small "QB" pill in the invoice list.

### Payments and QuickBooks
Payments are not sent to QuickBooks. Record each payment in UpRush with "Record payment" (that keeps your UpRush statuses, dashboards and the client’s portal accurate), and record or match it in QuickBooks as you normally would. See Recording payments.

### Disconnect
Choose "Disconnect" on the QuickBooks card and confirm. New invoices can’t sync until you reconnect. Invoices already created in QuickBooks stay there untouched.

### Insights and dashboards
URL: https://uprush.work/docs/money/insights-and-dashboards
See money and delivery at a glance: Billing Overview for receivables, Billing Insights for cash health and margins, Ops Insights for delivery, and a dashboard for every role.
UpRush turns the work you already record (invoices, payments, contractor assignments, task movement) into reports, so nobody keeps a separate spreadsheet. Money reports live in "Billing"; delivery reports live in "Ops"; and everyone lands on a "Dashboard" shaped for their role.
Report | Where | Who
Receivables | "Billing" → "Overview" | Owner, Admin, Finance, Sales
Cash health, profitability, payables | "Billing" → "Insights" | Owner, Admin, Finance
Delivery | "Ops" → "Insights" | Owner, Admin, Team Manager
Team capacity | "Ops" → "Capacity" | Owner, Admin, Team Manager
Your day | "Dashboard" | Everyone, shaped by role

### Billing → Overview
The first tab in "Billing" answers “who owes us what, and how is collection going?”. Figures are shown per currency (never summed across currencies).
- KPIs: "Billed", "Received", "Outstanding" and "Overdue".
- "Billed vs collected": the last 12 months side by side.
- "Outstanding by age": open balances bucketed as current, 1–30 days, 31–60 days and 61+ days overdue.
- "Collection rate" and "Avg days to pay".
- "Top clients by collected".
- "Needs attention": open invoices with their status and balance, one click from each.
- "Recent payments".
The other "Billing" tabs ("Projects", "Invoices", "Proposals", "Contracts", "Clients") are working lists. "Billing" → "Projects" is especially useful for spotting unbilled work: it lists value, invoiced, paid and outstanding per project and flags any that are "Never invoiced".

### Billing → Insights
The deeper money view for Owners, Admins and Finance, over a fixed 12-month window. When you bill in more than one currency, pills switch between currencies, and "≈ All in USD" (your default currency) shows an estimated combined view. See Currencies.
- Cash health: "Billed · 12mo", "Collected · 12mo", "Avg days to pay" and "Collection rate", with the billed vs collected trend and outstanding by age.
- Clients & projects: "Top clients by collected" and "Project profitability", a table of each project’s "Value", "Contractor cost" and "Margin".
- Contractor payables: what you owe your production team, as "Committed", "Paid" and "Outstanding", plus "Outstanding by contractor".
NOTE: Insights shows contractor costs and margins, so it is never visible to clients, and Sales doesn’t see it either. Contractor money is covered in Assignments and pay.

### Ops → Insights and Capacity
"Ops" is the internal operations view for Owners, Admins and Team Managers: a grid of all work with saved views such as "Active production", "Due this week" and "In revisions", plus tabs for "Quotes", "Capacity" and "Insights".
- Delivery insights (no money): tiles for "Completed this week", "Median cycle time", "On time" and "Avg revision rounds", then sections for "Flow", "Time in stage", "People", "Mix" and "Aging work". Filter to focus on a client, project or person.
- Team capacity: who is "Available" and who is "At capacity", with "Total committed" and "Total outstanding". Sort "By load" or "By outstanding", and switch on "Include managers" to see the whole team.

### Dashboards by role
Everyone’s "Dashboard" starts with a greeting and shows what matters for their role. If you hold several roles, pills at the top switch between their dashboards.
Role | What the dashboard shows
Owner, Admin | Overview tiles (clients, members, open tasks, in client review, overdue, due this week), a money strip, boards, "Needs attention" and recent activity.
Team Manager | "Waiting on you", operations tiles, quotes and payments strips, and risks.
Dedicated Expert | "My clients", "Needs planning" and "Recent client comments".
Production Team | Their own work tiles, "Next up" and "Latest feedback". See Your work.
Finance | "Receivables", an Insights card, "Recent invoices" and "Active projects".
Sales | Like Finance, without the Insights card.
Clients have their own dashboard in the portal, with no internal numbers. Their money lives on the portal’s Money page.
TIP: A weekly habit that works: open "Billing" → "Overview", work down "Needs attention", then check "Billing" → "Projects" for anything "Never invoiced".

## For the production team
Your work, opportunities, assignments, pay and invoicing the studio.

### Your work
URL: https://uprush.work/docs/production/your-work
What a Production Team member sees in UpRush: a dashboard of what needs you, a personal board of every task you are assigned, and a simple way to hand work off for review.
If you are on the Production Team (your studio may call the role something else), UpRush is built around the work you are assigned. You see your tasks, their briefs and files, the feedback on them, the work offered to you and what you are owed. Production members are free: you do not take a paid seat.
Your dock has "Dashboard", "My work", "Calendar", "Timeline", "Opportunities", "Invoices" and "Messages", with Settings at the bottom. On a phone, the first four are tabs and the rest live under "More".

### What you can and cannot see
- You see the tasks and projects you are assigned to, not the whole studio.
- You see internal deadlines only. Client-facing dates are managed by your team.
- You never see project values, client invoices or any other client money. Your own pay is in "My pay" and "Invoices" (see Assignments and pay).
- Clients never see you as a contractor, your rates, your quotes or your internal comments.

### Your dashboard
"Dashboard" is the place to start the day. A "Waiting on you" card lists anything that needs your action. Below it are tiles you can click through:
Tile | What it counts | Opens
"Active assignments" | Paid engagements currently running | "My pay"
"Due this week" | Your tasks due this week | "My work"
"In internal review" | Work you handed off that a manager is checking | "My work"
"Revisions requested" | Tasks sent back with changes | "My work"
"Opportunities" | Offers waiting for your answer | "Opportunities"
"Outstanding pay" | What you are still owed | "My pay"
"Next up" lists your assigned tasks by deadline, and "Latest feedback" shows the newest internal comments on your tasks.

### My Work
"My work" opens My Work, a personal board of every task you are assigned across all clients. Columns follow the internal workflow:
- Assigned: Yours, not started yet.
- In progress: You are working on it.
- Internal review: Handed off; a manager is checking it.
- Client review: With the client. Nothing to do until they answer.
- Needs revisions: Changes requested. Pick it back up.
- Approved: Signed off.
- Completed: Done and delivered.
Each column is sorted by deadline. You can move a task by dragging it, or from the status menu on the task page under "Next step". As a production member you can make these moves:
- Assigned → In progress when you start.
- In progress → Internal review when it is ready for a manager.
- Internal review → In progress if you need to take it back.
- Needs revisions → In progress when you pick up the changes.
Everything else (sending to the client, approvals, completion) is done by your managers. For the full picture of statuses, see Task statuses.

### Hand off a deliverable for review
On a task’s "Deliverables" tab, each deliverable tracks its own progress. When yours is ready:
1. Attach your file to the deliverable. The hand-off needs at least one attachment.
2. Click "Hand off for review".
3. The deliverable shows "Handed off · waiting on" and your reviewer’s name. Your manager is notified.
Need to fix something first? Click "Take back". If the manager sends it back, you are notified with their notes. More in Handing off and sending.
Your uploads start internal: Files you upload are always internal. A manager decides what becomes visible to the client, so you can share rough work freely.

### Let the studio know when you are busy
In Settings → Your profile, the "Availability" card lets you set a "Status" (Available, Limited or Unavailable), a "Back / available from" date and a note. Click "Save availability". Your managers see it when planning who to assign.
Next: Opportunities and quotes explains how paid work is offered to you.

### Opportunities and quotes
URL: https://uprush.work/docs/production/opportunities-and-quotes
Studios offer paid work to production members as quotes. You see each one under Opportunities, where you can accept, counter, decline or ask a question.
When your studio wants you on a piece of work, a manager writes a quote: the amount, the timing, the scope, and how many revision rounds are included. It arrives in your "Opportunities" as an offer. You decide what to do with it, and once the studio confirms, the task is yours.

### Reading an offer
Open "Opportunities" from the dock: "Work offered to you. Review the scope, then accept, counter or decline." Each card shows:
- The title and the amount offered.
- When it starts and when it is due.
- How many revision rounds are included.
- "Respond by": when the offer expires.
- A scope summary, and if attached, the full scope of work to expand and read.

### Answer an offer

#### Accept
1. Click "Accept".
2. In "Accept this offer?", check the amount and title, then click "Accept offer".
3. The card shows "Accepted · waiting for confirmation" until a manager confirms the assignment.

#### Counter
1. Click "Counter".
2. Enter "Your amount", and if needed "Your deadline" and a "Note" explaining why.
3. Click "Send counter". The manager decides.

#### Decline
Click "Decline" and confirm. The manager is told you passed on this one.

#### Ask a question
Not sure about something? "Ask a question" sends your question to whoever created the quote and to the team managers. Type it and click "Send question".

### What the chips mean
- Pending: Waiting for your answer.
- Accepted: You accepted; the studio still has to confirm.
- Countered: You sent a counter-offer.
- Declined: You passed.
- Confirmed: The studio gave the work to you. It is now an assignment.
- Filled: The work went to someone else.
- Expired: The respond-by date passed.
- Withdrawn: The studio pulled the offer before you answered.

### From offer to assignment
When a manager confirms, you become the assignee on the task, it appears in My Work, and the agreed amount becomes an assignment in "My pay". From there you track milestones and invoice the studio. See Assignments and pay.

### For managers: sending a quote
Studio managers create quotes in Ops → Quotes. In short:
1. Click "New quote" and pick the task.
2. Fill in the offer: currency, title, description, scope summary, an itemized or flat amount, payment terms, revision rounds, expected start, deadline, when the offer expires, and optionally a scope of work.
3. Click "Send…" and choose which production members receive it. You can see who has viewed and responded.
4. When you have your person, click "Convert to assignment", set the final amount and deadline, and confirm.
NOTE: Quotes, contractor amounts and everything on this page are internal. Clients never see them.

### Assignments and pay
URL: https://uprush.work/docs/production/assignments-and-pay
An assignment is the paid agreement behind your work: the agreed amount, payment terms, milestones and every payment made. My pay shows them all, with what you have earned and what is still owed.
When the studio confirms you on paid work, usually by converting an opportunity, it records an assignment. The assignment holds the agreed amount, the payment terms and any milestones, and it keeps a ledger of every payment. My pay collects all of yours in one place.

### Open My pay
My pay has no dock item of its own. Reach it from your "Dashboard": the "Active assignments" and "Outstanding pay" tiles both open it.
At the top are three numbers: "Total earned", "Outstanding" (agreed but not yet paid) and "Next milestone due". Below them, one card per assignment. Finished and cancelled ones fold away under "Archived".

### Reading an assignment card
Part | What it tells you
Tasks | Which task (or tasks) the assignment covers.
Payment chip | Unpaid, Scheduled, Partially paid or Paid.
Status chip | Active, Completed or Cancelled.
"Agreed", "Paid", "Remaining" | The money at a glance.
Payment terms | What was agreed about when and how you are paid.
Milestones | Dated amounts, if the work is paid in stages.
"Payment ledger" | Every payment recorded: Date, Amount, Method, Reference and who recorded it.
- Unpaid: Nothing paid yet.
- Scheduled: Payment is planned.
- Partially paid: Some of the agreed amount has been paid.
- Paid: The agreed amount is fully paid.

### Getting paid
Payments reach the ledger in two ways: a manager records one directly, or the studio pays an invoice you submitted against the assignment. Either way, the "Paid" and "Remaining" figures update and the chip changes.
1. On an assignment with a balance left, click "Create invoice".
2. The invoice builder opens with the assignment selected and the remaining balance prefilled.
3. Adjust it if you are billing a part, then create and submit it. See Invoicing the studio.
TIP: Make sure your payment details are filled in before you invoice, so the studio knows where to send the money.
NOTE: Assignments, amounts and payments are internal to the studio. Clients never see what you are paid.

### Invoicing the studio
URL: https://uprush.work/docs/production/invoicing-the-studio
Bill the studio for your work from inside UpRush. Build an invoice against an assignment or free-form, submit it for approval, and follow it through to paid.
"Invoices" in your dock is where you bill the workspace for your work. These invoices are internal only, never visible to clients. You create an invoice, submit it, a manager approves it, and when the studio pays it you see it marked paid.

### The Invoices page
- Four totals across the top: "Total invoiced", "Awaiting approval", "Paid this month" and "Outstanding".
- An "Invoice an assignment" card lists assignments with money still owed. Click "Invoice this" to start from one.
- Your invoices below, newest first, numbered like INV-0001.
- "Payment details" (top right) opens your payment details, and "New invoice" starts a blank one.

### Create an invoice
1. Click "New invoice" (or "Invoice this" on an assignment).
2. Pick the "Related assignment". This prefills the remaining balance. If the work is not tied to an assignment, choose "Free-form invoice (no assignment)".
3. Set the "Currency", the "Due date" and, if the studio gave you one, the "SOW / PO number".
4. Under "Line items", describe what you are billing. Use "Add line" for more lines.
5. With an assignment selected, the "Bill:" shortcuts fill a line for you: 100%, 50%, 25%, "Remaining" or "Custom %" of the agreed amount.
6. Add "Tax" or a "Discount" if needed, plus any "Notes" and "Terms".
7. Click "Create draft".

### Submit it
A draft is only visible to you. Click "Submit" to send it to the studio for approval. While it is submitted you can "Withdraw" it back to a draft if you spot a mistake. Drafts can be changed with "Edit" or removed with "Delete". Use "PDF" to download a copy at any time.

### What happens next
A manager reviews your invoice and either approves it or rejects it with a reason. You are notified at each step.
- Rejected: you see the reason on the invoice. Fix it with "Edit", then "Resubmit".
- Approved: it is waiting for payment.
- Paid: the studio paid it and recorded a payment reference. If it was tied to an assignment, the payment also lands in that assignment’s ledger in My pay.
- Draft: Yours to edit. The studio cannot see it yet.
- Submitted: Waiting for a manager’s review.
- Approved: Accepted and awaiting payment.
- Paid: Payment recorded.
- Rejected: Sent back with a reason. Edit and resubmit.

### For managers: the review queue
On the studio side, the same Invoices page shows a review queue grouped into "Needs review", approved invoices awaiting payment, and "All invoices". Open one to "Approve", "Reject" (a reason is required) or "Mark paid" with a "Payment reference". Payments to your production team happen outside UpRush; marking an invoice paid records that it happened.
Invoices to clients are a separate system: see Invoices.

### Payment details
URL: https://uprush.work/docs/production/payment-details
Tell the studio where to send your money: your legal and tax details, bank or PayPal information, preferred method and currency.
Payment details are where the money goes when your invoices are paid. Fill them in once and they are used on every invoice you send.

### Fill in your details
1. Open "Invoices" from the dock and click "Payment details".
2. Enter your "Legal name", and optionally a "Business name", plus your "Country", "Tax ID" and billing address.
3. Add how to pay you: bank name, account type, account number, routing number, SWIFT / BIC and IBAN, or a PayPal email. Fill in whichever apply.
4. Choose a preferred method: Bank transfer, PayPal or Other.
5. Add notes for whoever sends the payment, and your preferred currency.
6. Click "Save payment details".

### Who sees what
- Inside the app, the studio sees a summary with sensitive numbers masked, for example •••• 1234.
- Your full details are printed on your invoice PDF, because an invoice is a payment instruction and the studio needs them to pay you.
- Clients never see your payment details.
TIP: Changed banks? Update your details here before your next invoice. Download the PDF of an existing invoice to check what it shows.
Related: Invoicing the studio and Assignments and pay.

## Workspace admin
Settings, members and roles, scoping, view as, and plan & usage.

### Settings at a glance
URL: https://uprush.work/docs/admin/settings-at-a-glance
Every tab in Settings, who sees it, and what lives there: workspace identity, your profile, members, clients, templates, billing, plan and usage, integrations and notifications.
Open "Settings" from the bottom of the dock. Settings has a tab list on the left (across the top on a phone), and which tabs you see depends on your roles. Owners and admins see everything. Anyone can open the tabs that are about themselves.

### The tabs
Tab | What’s there | Who sees it
"Workspace" | Your studio’s name, description, website, timezone, Task ID prefix, default currency and logo, plus white-label documents and the public testimonial wall. | Everyone (only owners and admins can edit)
"Your profile" | Your photo, name, job title and timezone, your contract signature, your focus switch, your availability, and the product tour. | Everyone
"Members" | Invitations, the member list, roles, deactivating and removing people, and custom role names. | Everyone (managing it is for owners and admins)
"Clients" | Client organizations, their people, subscriptions and billing details, and the scoping switches. | Everyone (scoping switches for owners and admins)
"Templates" | Reusable task blueprints: brief, deliverables, checklist and more. | Everyone
"Billing" | Invoice design and your workspace’s billing identity. | Owner, Admin, Finance
"Plan & usage" | Your plan, management seats, storage and AI actions. | Owner, Admin, Finance
"Integrations" | Connect QuickBooks. | Owner, Admin
"Notifications" | What reaches your bell and your inbox, the unread summary email, and sounds. | Everyone

### Workspace
Identity and defaults for the whole workspace. Change any field and choose "Save changes".
- "Name" and "Description" (up to 500 characters).
- "Website".
- "Timezone": the zone deadlines are read in.
- "Task ID prefix": 2 to 4 letters that start every task ID, such as MF-GEN-0001. Tasks that already exist keep the prefix they were created with.
- "Default currency": pre-selected on new quotes, invoices and assignments. See Currencies.
- "Logo": shown on the dock, invoices and the client portal. If your logo is hosted elsewhere, upload it here so it prints on your documents.
Below the form, owners and admins find two switches:
- "White-label documents" removes the UpRush logo and badge from PDFs, shared pages and email footers, so your clients see only your studio.
- "Public testimonial wall" gives your studio a public page that shows only the testimonials whose authors agreed to share them and that you published. Turning it on publishes nothing by itself. See Testimonials.

### Your profile
- "Profile photo", "Full name", "Job title" and "Timezone". Your "Email" is shown for reference and can’t be edited here.
- Your signature (for internal roles who send contracts): the signature every contract you send carries. See Contracts and e-signing.
- "Focus on my clients" (for Dedicated Experts and Team Managers): a personal filter. See Scoping switches.
- Availability: your status (Available, Limited or Unavailable), when you are back, a note, and your capacity. It shows on the capacity board.
- Product tour: "Replay the product tour".

### Members and Clients
"Members" is where you invite people and manage their roles. See Members and role names and Invite your team. "Clients" is where client organizations live. See Add a client and Scoping switches.

### Templates
Task templates save a brief, deliverables, a checklist and more, so recurring jobs start fully formed. Choose "New template" here, or use "Save as template…" on any task. Deleting a template doesn’t affect tasks already created from it.

### Billing
Two cards set how your invoices look and what they say:
- Invoice design: accent color, header style and a live preview. See Invoice design.
- Billing identity: legal name, tax or VAT ID, billing email, address, bank details, payment instructions, invoice prefix and number format, default payment terms, default invoice notes and an invoice logo.

### Plan & usage, Integrations, Notifications
- "Plan & usage": see Plan and usage.
- "Integrations": choose "Connect QuickBooks" to sync invoices. See QuickBooks.
- "Notifications": choose what lands in your bell and your inbox. Email stays off until you turn a type on, except approvals. See Notifications.
NOTE: Workspace settings are shared by everyone. "Your profile" and "Notifications" are personal: changes there only affect you.

### Members and role names
URL: https://uprush.work/docs/admin/members-and-role-names
See everyone in the workspace, change their roles, deactivate or remove them, and rename roles to match how your studio works.
"Settings" → "Members" shows everyone in the workspace. Owners and admins can change roles, deactivate and remove people, and rename roles. Other members see the list without the controls.

### The member list
The Members card groups people into bands, with a count on each:
Group | Who’s in it
Management seats | Everyone holding a role that uses a seat: owner, admin, team manager, dedicated expert, finance or sales. A pill shows how many seats are in use.
Members | Internal members without a seat role, such as production crew.
Clients | Client users, each with their client organization.
Deactivated | People who no longer have access.
Each row shows the person’s name, their availability, when they joined, and a chip for every role they hold.

### Change someone’s roles
1. Find the person and choose "Roles".
2. In "Edit roles", tick every role they should hold. A member can hold several.
3. Choose "Save roles".
- Only owners can grant or remove the Owner and Admin roles. For admins, those boxes are marked “owners only”.
- A workspace always keeps one owner. If you try to remove Owner from the only owner, UpRush asks you to grant Owner to someone else first.
- Client users don’t have a "Roles" button. Client can’t be mixed with internal roles.
- Adding a seat role to someone who didn’t have one adds a management seat. See Plan and usage.

### Deactivate or remove
Action | What happens
"Deactivate" | They immediately lose access. Their history, tasks and comments stay intact, and they can be re-invited later. They move to the Deactivated group.
Remove (bin icon) | Permanently deletes their membership. If they are linked to tasks or history, the removal is blocked, and you should deactivate them instead.
When in doubt, deactivate: Deactivating is the safe way to offboard someone. It keeps every comment, approval and file they touched exactly where it was.

### Role names
Every studio names its positions differently. The Role names card lets you rename five roles everywhere in the workspace: Team Manager, Dedicated Expert, Production Team, Finance and Sales. Owner, Admin and Client keep their names.
1. Go to "Settings" → "Members" and scroll to Role names.
2. Type a new name next to any role, up to 24 characters. For example, rename Dedicated Expert to “Producer” or Production Team to “Crew”.
3. Leave a field empty to keep the default.
4. Choose "Save names".
The new names appear across the app: member chips, the invite dialog, project fields, the setup wizard, scoping switches and invitation pages. "Reset to defaults" clears every custom name at once.
NOTE: Renaming a role only changes its label. What the role can see and do stays exactly the same. See Roles and seats.

### Invitations
The Invitations card at the top of the page holds "Invite by email" and "Invite link", and lists every invitation with its status. Dedicated Experts see it too, so they can invite client users. Everything about it is covered in Invite your team.

### Scoping switches
URL: https://uprush.work/docs/admin/scoping-switches
Narrow what Dedicated Experts, Team Managers and Sales can see to their own clients, projects and accounts, and let individuals focus their own view.
Out of the box, everyone with a managing role sees the whole workspace. That suits a small studio where everyone works on everything. As you grow, you may want account leads to see only their own clients. Scoping switches do that, one role at a time.

### The three switches
Owners and admins find the switches at the top of "Settings" → "Clients". Each one uses your workspace’s name for the role.
Switch | When it is on
Scoped access for Dedicated Expert | Dedicated Experts see only the clients they are assigned to, along with those clients’ projects and tasks.
Scoped access for Team Manager | Team Managers see only the projects they hold (the Team Manager slot on a project).
Scoped access for Sales | Sales members see only their accounts and the leads they own in the CRM.
When a switch is off, its card reads “Off. Anyone holding the role sees the whole workspace, like every other managing role.” Flip it and the change applies to everyone with that role straight away.

### Turn on scoped access
1. Go to "Settings" → "Clients".
2. Flip the switch for the role you want to narrow.
3. Make sure the right people are assigned, so nobody loses sight of work they need (see below).

### Assigning people to clients
With Dedicated Expert or Sales scoping on, each client row in "Settings" → "Clients" shows a Client access line: the people who can see that client.
- The Dedicated Expert named on the client (in "Edit") always has access.
- Use "Add…" to give more experts or sales members access to the client.
- Owners and admins can add and remove people. An expert who already has access can add a colleague (handy for hand-offs) but can’t remove anyone.
- Sales members get access to the clients they create automatically.
With both of those switches off, the line simply says that scoped access is off and everyone with a managing role can see the client.

### Assigning Team Managers to projects
Team Manager scoping follows projects, not clients. Name the Team Manager on each project, either when you create it or later from the project. See Projects.

### Focus on my clients
Not every studio wants to enforce scoping. Dedicated Experts and Team Managers can narrow their own view instead, from "Settings" → "Your profile" → "Focus on my clients".
- It shows only the clients, projects and tasks where that person is the Dedicated Expert (or Team Manager).
- It’s a personal view preference. It doesn’t change what anyone else sees, and they can turn it off any time.
- When the workspace already scopes their role, the switch shows as on and can’t be turned off.

### Good to know
- Owners and admins are never scoped. They always see everything.
- Production crew are always scoped to the tasks they are assigned to. No switch is needed.
- Clients only ever see their own organization. That is built in and can’t be changed.
- Roles add up. Someone who holds a scoped role and also an unscoped one (for example, Admin or Finance) keeps everything their other role can see.
Check before you flip: Use View as to preview exactly what a specific expert or sales member will see once scoping is on.

### View as
URL: https://uprush.work/docs/admin/view-as
Preview UpRush as any role, or as a specific member exactly as they see it, without signing in as them.
View as lets owners and admins check what other people see. It’s the quickest way to answer “can the client see this?”, to set up a new role with confidence, or to help a teammate who says something is missing. There are two kinds of preview.
Preview | Answers | You can
A role | What does this role’s layout look like? | Keep working with your own access.
A member | What exactly does this person see? | Look only. The preview is read-only.

### Preview a role
1. Select your avatar in the dock to open the account menu.
2. Under View as, pick a role: Owner, Admin, Team Manager, Dedicated Expert, Production Team, Finance, Sales or Client.
3. UpRush reloads with that role’s dock, dashboard and pages. A banner at the top reads Viewing as followed by the role.
4. Choose "Exit" in the banner to go back to your own view. Choosing the same role again in the menu also ends the preview.
When you preview the Client role, the banner shows which client you are looking at. If you have more than one client, use the picker in the banner to switch between them.
Your access, their layout: A role preview shows that role’s layout with your own access and assignments, not another member’s. If you have no clients assigned and preview Dedicated Expert, the dashboard may look sparse. To see what a real person sees, preview the member instead.

### Preview a member
1. Open the account menu and choose "View as a member…".
2. Search for the person in "Search people". Teammates are listed first, then clients.
3. Select them. UpRush opens their home page exactly as they see it.
4. A banner shows Viewing as with their name and roles, and reminds you: “You are seeing exactly what they see. Nothing you do here can change anything.”
5. Choose "Exit preview" to return to your own view.
A member preview applies their real roles, their client assignments and any scoping, so it’s the honest answer to “what does this person see?”. It works for clients too: preview a client user to see their portal exactly as they do.
Read-only: You can look around freely during a member preview, but you can’t change anything. If you try, UpRush shows “You are previewing as another member. Exit the preview to make changes.” and reloads the page.

### Good to know
- Only owners and admins can use View as.
- You can run one preview at a time. Starting a role preview ends a member preview, and the other way around.
- Nobody is notified when you preview them, and previewing never signs you in as anyone.
- A preview ends on its own after a few hours, and always when you sign out.
TIP: Before you turn on a scoping switch, preview one of the affected members to confirm they will still see the clients and projects they need.

### Plan and usage
URL: https://uprush.work/docs/admin/plan-and-usage
Check your plan, how many management seats are in use, how much of your pooled storage is filled, and how to get more space.
"Settings" → "Plan & usage" is a read-out of your workspace’s plan and what it uses. Owners, admins and finance can open it. Nothing on this page blocks your work: it shows where you stand so you can plan ahead.

### How pricing works
UpRush charges for the people who run the work, and everyone else comes along free.
- $39 per management seat per month, billed yearly, or $49 month to month.
- Free, always: production crew and contractors, client users, and guest reviewers.
- Every tool is included. There are no add-ons or feature tiers, and new tools arrive in your plan as they ship.

### The plan card
The first card shows your plan name, what it includes, and a chip for the subscription’s state:
- Trial: You are on a trial. The card shows when it ends, for example “Trial ends in 12 days”.
- Active: Your subscription is in good standing.
- Payment due: A payment is outstanding.
- Canceled: The subscription has been canceled.
- Read-only: The workspace is paused until the subscription is active again.
Workspaces from the founding cohort also carry a Founding chip. Payments aren’t taken inside UpRush yet; the card says so, and the UpRush team handles billing with you directly.
If a workspace becomes read-only: Everything is still there and nothing is deleted. New tasks, comments and uploads are paused until the subscription is active again. Contact the UpRush team and they will sort it out with you.

### Management seats
The Management seats card counts the people holding at least one seat role: Owner, Admin, Team Manager, Dedicated Expert, Finance or Sales. Roles stack free on one seat, so one person with three of those roles is still one seat. Production members and clients are always free.
If your plan has a seat allowance, the card shows “used of allowance” and turns amber when you reach it, with a reminder that adding another management role adds a seat. You see the same count beside the Management seats group in "Settings" → "Members". See Members and role names.

### Storage
Storage is pooled across the workspace. Each management seat adds 50 GB to the pool, so a studio with four seats shares 200 GB. The card shows how much is used, a bar that shifts from mint to amber to red as it fills, and how your total is made up (for example “50 GB × 4 management seats, pooled”).
- Storage counts uploaded files and their versions.
- External links are free.
- Deleting files frees space once they leave the trash. See Storage and limits.
- A single file can be up to 5 GB.

#### Need more space?
A Library pack adds 250 GB for $25 a month, or $250 a year. Request one from the link on the Storage card, and anything larger is a conversation with the UpRush team. Packs show up in the storage breakdown, for example “+ 250 GB in packs”.

### AI actions
The last card is marked Coming soon. It will count AI actions against a monthly allowance once those features arrive.
TIP: Keeping an eye on storage? The Library trash keeps deleted files for 30 days. Empty items from the trash with "Delete forever" if you need the space back sooner.