Note: A set can have multiple Items and Tasks, also Sets can be only created out of existing Items or Tasks.

To create a set, simply click on the “create a set” button:

Afterwards you can choose a name and also the items and task you wish to add to the set:

There is also the possibility to “edit”, “clone” or “delete” the Set by pressing the arrow on the rights site:

The created Sets are enable in Invoices, Estimates, Retainers and Purchases

Learn how to add sets to a project

Adding sets to a project

If you want to add a set to a project you can do that on the project/items. If you click on “Add item” you’ll see there sets as well.

Also, you could add a set directly from template.

Please note that if the set includes tasks you’d not see the tasks on the items but on the board or list view immediately.