Creating a project sets the foundation for organizing tasks, assigning team members, and tracking progress. 

A well-configured project helps ensure smooth collaboration and clear accountability.

Creating Projects #

1. Click Projects from the main navigation menu.

2. Click Create Project.

3. Fill in the project details:

Basic Information #

• Project Name: Enter a descriptive title for your project
• Select Client: Choose the client associated with this project from the dropdown
• Select Project Manager: Assign a team member to lead the project
• Select Team Members: Add team members who will work on this project

Status and Priority #

• Status — Set the initial status using the drop-down menu.
  • Draft: Project is being planned
  • Working: Project is actively in progress
  • Review: Project is awaiting approval
  • Completed: Project is finished
• Priority — Define urgency level from the drop-down menu.
  • Low: No immediate deadline pressure
  • Medium: Standard priority
  • High: Requires prompt attention
  • Urgent: Immediate action required

Timeline #

• Start Date: Select when the project begins
• End Date: Set the project deadline

Organization #

• Select Tags: Add tags for filtering and categorization

• Project Description: Provide details about project scope, objectives, or special instructions

Visibility Settings #

• Public: Everyone in your workspace can find and access this project
• Private: Only invited members can find and access this project

Notifications #

Toggle Notify client on project create to automatically inform the client when the project is created.

4. Click Create Project to save. 

💡Tips  Set accurate start and end dates to enable proper timeline tracking and ensure Gantt chart views display correctly.