Agiled Docs

Projects keep related tasks, files, people, time entries, and activity together. Create a project when a client engagement, internal initiative, or delivery effort needs its own place to track work.

Create a Project From Scratch

Open Productivity > Projects.
Select New Project or Create Project.
Choose Start from Scratch.
Enter the project name.
Add the client account if the project belongs to a customer.
Set the owner, members, dates, budget, status, and visibility.
Add a short description so teammates understand the outcome.
Save the project.

Decide whether the work needs a project or only a task. Use a project when the work has multiple tasks, files, people, deadlines, budget, or client context. Use a task when the work is a single action that does not need its own workspace.

Search existing projects first so you do not create a duplicate project for the same client engagement or internal initiative.

What to Enter

Name
Use the name people will search for later. For client work, include the client or campaign name.

Account
Attach the project to a customer account when the work belongs to a client. This keeps the project connected to CRM and reporting context.

Owner
Choose the person responsible for keeping the project moving.

Members
Add everyone who needs access to the project tasks and updates.

Start and End Dates
Use dates when the project has a planned window. Leave them blank for ongoing work that does not have a fixed schedule yet.

Budget
Add the expected budget when you want financial or delivery reporting to reflect the project value.

Status
Use Planning before work begins, Active while the team is working, On Hold when paused, and Completed when finished.

Visibility
Use private for sensitive work, team visibility for normal internal work, and public visibility only when the project should be broadly visible in the workspace.

Create From a Template

If your workspace has project templates, choose Use Template instead of starting from scratch. Select the template, review the project name and description, then create the project. You can still edit the project after it is created.

Templates are useful for repeatable work such as onboarding, website builds, monthly retainers, hiring processes, or standard client delivery projects.

After creating from a template, review every generated task, date, owner, and description. Remove tasks that do not apply before assigning work to the team.

After Creating the Project

Add the first tasks, assign owners, attach important files, and invite any missing teammates. A project becomes useful when the next actions are visible to the people responsible for them.

Project Launch Checklist

Before you consider the project ready:

confirm account or customer link
assign a project owner
add members who need access
create the first actionable tasks
attach or link the kickoff files
set status and dates
add budget when the project affects reporting

If the project is client-facing, confirm the name and description are safe for customer communication before sharing related links.

First Project Review

After creating a project, review tasks, milestones, files, owners, dates, budget, and customer links before inviting the wider team or customer. A project can look complete while still missing the first actionable task or the owner who should drive it.

If the project came from a template, remove irrelevant generated tasks and fix owners before notifications start pulling teammates into the work.

Create Projects