Create a project

Projects keep your work organised — they bring together tasks, your team and time tracking under one roof, so everyone knows what's happening and by when.

Create a project

1. Go to Projects → New project.
2. Give the project a clear name.
3. Link a client / company so the work is tied to the right account.
4. Set the start and end dates.
5. Add team members who'll work on it.
6. (Optional) Set a budget to track spend against.
7. Click Save.

Tip: Adding team members now means they'll see the project right away and can start picking up tasks.

What's next

With the project created, you can:

• Build a task board to plan and track the work.
• Switch between board, list and calendar views.
• Log time against the project and its tasks.

Next step

Task boards →