Add a project
On the board, plus in the projects rail opens Add a project. Fill Project Details, pick members, then Save. On the app, plus on Projects.
On this page
Who is this lesson for?
- Company admin and employees who may add projects.
- Clients: do not add projects from the board.
Before you start
- You already open the projects and tasks board.
- You need permission to add a project. The Projects module must be on.
Plus on the projects rail
The rail title is Projects. Plus next to it is Add Project.
Project Details
The form title is Add Project. Fill Project Details.
| Field | What it is |
|---|---|
| Short code | A short code for the project. |
| Project Name | Required. |
| Start Date / Deadline | Required unless you tick There is no project deadline. |
| Project Category | Optional. Pick or add a category. |
| Client | Optional. Links invoices and payments later. |
| Add Project Members | Required. Who works on this project. |
| Project Summary / Note | Optional. |
Other Details has budget, hours allocated, files and client task notification. Then Save.
The app
Open Projects. Plus adds a project.
On Home, Active projects shows the same projects with payments and progress. View all opens the list.
What happens after?
- The project appears in the rail. Open it to work on it.
- On the app it appears in Projects.
Common questions
No plus?
You need permission to add a project.
Members required?
Yes. Pick at least one member.
Next: Work on a project.