Create a project

Create a project when a client engagement needs its own place for tasks, files, time and money. Link it to the client and everything stays connected to their record, invoices and portal.

Create a projectCopy Anchor Link

1. Open Productivity › Projects and select Add project.
2. Choose Start from Scratch, or Use Template to start from a saved project template.
3. Enter the Project name, for example "Scranton website redesign".
4. Choose the client's Account.
5. Set the Lead, Members, Status, Start and Target dates, and who can see the project.
6. If you have finance access, add a Budget and a Default rate for billable time.
7. Add Milestones if the project has clear checkpoints.
8. Create the project.

You're done when the project opens on its Overview tab.

Who can see itCopy Anchor Link

• Team (the default): the lead, members, and workspace admins and managers.
• Private: only the lead and members, plus the workspace owner. Admins and managers don't see it unless you add them. Anywhere else it comes up, such as an invoice or report, it shows as Private project.
• Public: the same as Team inside your workspace. It doesn't share the project with clients; see Share project work with clients.

You can change this later with Edit project.

Next stepsCopy Anchor Link

• Add the first tasks and assign them.
• Upload the brief or contract on the Files tab.
• Share the project with the client if they should follow along.
• Set up recurring work, such as a monthly report.

Good to knowCopy Anchor Link

• Use Planning before work starts and Active once it does. Leave the dates empty for ongoing work such as a retainer.
• New projects start with the workspace Default hourly rate from Settings › Productivity.
• After creating from a template, check every task, date and owner and remove what doesn't apply.
• On a private project, someone assigned a task sees that task but not the rest of the project.

RelatedCopy Anchor Link

• Run a project
• Project and task templates