Getting Started
Updated
Welcome to Kwilio Projects
Kwilio Projects is your all-in-one workspace for managing client projects, tasks, invoicing, and team collaboration — built natively for iPhone, iPad, and Mac.
This guide walks you through everything you need to get up and running.
Main Sections
The sidebar is organised into three groups:
| Group | Section | What it's for |
|---|---|---|
| Work | Projects | Create and manage client projects, track status and budget |
| Tasks | All tasks across every project: filter, sort and assign | |
| Kanban | Every project as a card in its status column | |
| Timeline | Releases, projects and tasks laid out on a calendar | |
| Releases | Group projects into a dated, versioned launch | |
| Business | Clients | Client contact details, with their projects and invoices |
| Invoices | Create, manage and export invoices to PDF | |
| Insights | Reports | Financial, project, task, client and time reports |
| Activity | A log of every change, including collaborators' changes |
On iPad and Mac you'll see the sidebar in a split-view layout. On iPhone the same sections are in the tab bar.
Recommended Setup Order
- Add your company info — go to Settings → Company Info and fill in your name, address, and logo. This appears on every PDF invoice you export.
- Set your currency — while in Company Info, pick your billing currency from 40+ options.
- Add your first client — head to Clients and tap +, or import clients from Contacts or a CSV
- Create a project — go to Projects, tap +, and link it to your new client
- Add tasks — open the project and start adding tasks
- Create an invoice — once work is underway, generate an invoice from the project
Free vs. Premium
Kwilio Projects is free to start, and the free plan lets you try every part of the app. Premium removes the limits and unlocks Git integration. Premium is $4.99 a month, billed through the App Store.
| Free | Premium | |
|---|---|---|
| Projects | 10 | Unlimited |
| Tasks | 10 | Unlimited |
| Clients | 1 | Unlimited |
| Invoices | 1 | Unlimited |
| Releases | 1 | Unlimited |
| Categories | 2 | Unlimited |
| Shared projects | 1 | Unlimited |
| Collaborators | 1 per project | Unlimited |
| Apple Intelligence | 5 uses | Unlimited |
| Git integration | — | ✓ |
| Kanban, timeline, time tracking, reports | ✓ | ✓ |
Upgrade via Settings → Go Premium.
Keyboard Shortcuts (iPad & Mac)
| Shortcut | Action |
|---|---|
⌘ ⇧ P | New Project |
⌘ ⇧ N | New Client |
⌘ ⇧ I | New Invoice |
⌘ ⇧ U | Go Premium |
⌘ ⇧ 0 | Main Window |
Next Steps
- Projects — create and manage projects
- Tasks — add tasks and track progress
- Kanban & Timeline — see your work by status and by date
- Releases — group projects into a launch
- Time Tracking & Reports — log hours and see what you've earned
- Clients — manage your client list
- Invoices — create invoices and export PDFs
- Team Collaboration — share projects and assign tasks
- Git Integration — link GitHub and Bitbucket to tasks