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23 step-by-step Loop guides, from the signed quote to the retrospective. Read it like a project plan — or jump to whatever’s on fire.
The Treepie Loop guides are 23 free, step-by-step how-tos for running projects in Loop, arranged in the order a project happens: set up, scope, plan, staff, deliver, bill and close. Each takes 6 to 13 minutes, shows which plan it needs and which other Treepie product it uses, and there is a troubleshooter that points to the right guide when a project starts going wrong.
Pick the symptom. We’ll point you at the guides that fix it, in the order to read them.
Completed milestones raise their invoice in Books. Here’s the whole guide in five steps.
Standard+ · needs Books · 11 minSame project, different first guide.
Most project tool help explains buttons. These guides follow a project from quote to close.
| Spreadsheets & email | Typical project tool docs | Treepie Loop | |
|---|---|---|---|
| Organised by | Whatever’s on fire | Feature menu | The phases of a real project |
| Problem-first | Ask a colleague | Search and hope | A troubleshooter from symptom to guide |
| Billing | Separate finance process | Rarely covered | Milestone, T&M and expenses guides |
| People | A resourcing spreadsheet | Capacity reference pages | Capacity with real leave and contracts |
| Kept current | Never | Major releases | Checked whenever a step changes |