Creating a Project
Projects help you organise related work, track progress, and collaborate with your team. Whether you're planning a new marketing campaign, preparing for an event, or managing ongoing operations, creating a project keeps everything in one place.
When to create a project
Consider creating a project when you have:
Multiple related tasks to complete
Work that spans several days or weeks
Activities that need team collaboration
Deliverables you want to track against a timeline or budget
How to create a project
Step 1: Navigate to Projects
Go to Projects from the main menu
Click the New Project button in the top right corner
Step 2: Enter project details
Fill in the basic information:
Project Name — choose a clear, descriptive name (e.g., "Winter Marketing Campaign" or "Website Refresh 2024")
Description — explain what the project aims to achieve
Status — select the current state:
- Planning — still in the preparation phase - Active — work is underway - On Hold — temporarily paused - Completed — all work finished
Step 3: Set priority and dates
Priority — indicate importance (Low, Medium, High, Urgent)
Start Date — when work begins
Due Date — target completion date
Step 4: Add budget (optional)
If you want to track costs:
Budget Amount — total budget in dollars
Billable Rate — hourly rate for time tracking
Step 5: Assign a project owner
Select the team member responsible for overseeing the project.
Step 6: Save your project
Click Create to save your new project. You'll be taken to the project detail page where you can start adding tasks and milestones.
Project settings to consider
Visibility
Choose who can see and access the project:
All team members — everyone in your organisation
Selected members — only those you invite
Client association
Link the project to a client from your CRM for easy reference and reporting.
Tags
Add tags to categorise projects (e.g., "Marketing", "Operations", "Seasonal").
What happens after creation
Once your project is created, you can:
Add tasks to break down the work
Set milestones for key deliverables
Invite team members to collaborate
Start tracking time against the project
Upload relevant documents
Tips for effective projects
Use clear names — make it obvious what the project is about
Write a good description — help team members understand the goals
Set realistic dates — build in buffer time for unexpected delays
Choose the right priority — not everything is urgent
Review regularly — update status as work progresses
A well-structured project sets you up for success — take a moment to plan before you dive in.