Creating a Project

Overview

This guide walks you through creating a new project in the Projects App, including setting up milestones, adding tasks, and configuring project settings.

Time Required: 5-10 minutes Skill Level: Beginner

Prerequisites

Before starting, ensure you have:

• Access to the Projects App
• Permissions to create projects in your workspace
• A clear understanding of what you want to accomplish with the project

Steps

Step 1: Open the Quick Create Modal

There are three ways to open the project creation modal:

1. Floating Action Button: Click the FAB (plus icon) in the bottom-right corner and select "Project"
2. Keyboard Shortcut: Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux)
3. Header Menu: Click the plus icon in the header and select "Create Project"

Step 2: Enter Project Details

In the Quick Create modal, fill in the following fields:

Enter the project title and optionally add a description. Keep the title concise but descriptive - you can add more details later.

Tips for good project titles:

• Use action-oriented names: "Launch Marketing Campaign" not "Marketing"
• Include context: "Q1 2026 Product Roadmap" not "Roadmap"
• Be specific: "Mobile App v2.0 Redesign" not "App Update"

Step 3: Save the Project

Click the Save button to create your project. You'll be automatically navigated to the project detail view.

Step 4: Review the Project Detail View

The project detail view contains several sections:

+------------------------------------------+
|  Project Header                          |
|  - Title, Status, Quick Actions          |
+------------------------------------------+
|  Statistics Card                         |
|  - Completion %, Tasks, Time Tracked     |
+------------------------------------------+
|  Tabs                                    |
|  [Overview] [Milestones] [Tasks]         |
|  [Calendar] [Documents] [Discussions]    |
+------------------------------------------+
|  Tab Content                             |
|  - Content varies by selected tab        |
+------------------------------------------+

Step 5: Add Your First Milestone

Milestones help organize your project into phases. To create a milestone:

1. Click the Milestones tab
2. Click Add Milestone or use the FAB
3. Enter milestone details:
   • Title: Name of the phase (e.g., "Phase 1: Research")
   • Description: What this phase accomplishes
   • Target Date: When this milestone should be complete

Common milestone patterns:

Step 6: Create Tasks Within the Milestone

With a milestone selected, add tasks to define the work:

1. Navigate to the milestone detail or use the Tasks tab
2. Click Add Task or press Cmd/Ctrl+Shift+T
3. Fill in task details:
   • Title: Specific action item
   • Description: Details and acceptance criteria
   • Priority: Low, Medium, High, or Critical
   • Due Date: When the task should be completed
   • Assignee: Who is responsible (optional)

Task creation tips:

• Keep tasks small and actionable (2-8 hours of work)
• Use subtasks for larger items that need decomposition
• Set realistic due dates based on milestone targets
• Include acceptance criteria in descriptions

Step 7: Configure Project Attributes (Optional)

Add categories and tags to help organize and filter your project:

1. Scroll to the Attributes section in the Overview tab
2. Click Add Category to assign a category
3. Click Add Tag to add relevant tags

Categories and tags help with:

• Filtering projects in list views
• Grouping related projects
• Reporting and analytics

Step 8: Start Working

Your project is now set up and ready for work. Next steps:

1. Assign tasks to team members
2. Start a timer on your first task
3. Create a document if you need to capture detailed information
4. Start a discussion to communicate with the team

Expected Results

After completing this workflow, you should have:

• A new project visible in the Projects list
• At least one milestone to organize work
• Tasks defined within the milestone
• Clear understanding of the project structure

Your project hierarchy should look like:

My New Project
    |
    +-- Phase 1: Research (Milestone)
    |       |
    |       +-- Task: Define requirements
    |       +-- Task: Research competitors
    |       +-- Task: Create proposal
    |
    +-- Phase 2: Implementation (Milestone)
            |
            +-- Task: Set up environment
            +-- Task: Build feature A
            +-- Task: Build feature B

Alternative: Create from Template

If you have a similar project structure you use frequently:

1. Navigate to Templates in the sidebar
2. Find an appropriate template
3. Click Create from Template
4. Customize the project name and start date
5. Adjust milestones and tasks as needed

Templates pre-populate the structure, saving time on repetitive project setups.

Troubleshooting

Issue: Can't find the Create button

Solution: Ensure you have project creation permissions in your workspace. Contact your administrator if the option is not available.

Issue: Project created but not visible in list

Solution: Check your list filters - the project may be filtered out. Clear filters or adjust scope settings.

Issue: Milestone dates not calculating correctly

Solution: When using templates, dates are calculated from your specified start date. Manually adjust dates if the automatic calculation doesn't match your needs.

Related Workflows

• Tracking Time on Tasks - Learn how to track time effectively
• Using Document Approvals - Set up document review workflows
• Creating Recurring Tasks - Automate repetitive work