Main page → Your dashboard → Dashboard Projects → Setting up a new project → Setting up a new project

Main page → Projects → Setting up a new project

<aside> <img src="/icons/cursor-click_gray.svg" alt="/icons/cursor-click_gray.svg" width="40px" /> Quick links

Main page

Your dashboard

Everything about tasks

Clients and Suppliers

All about people

Project Management

Your company home page

Managing with teams

SOPs & Policy

Creating tutorials

Sales Management

</aside>

<aside> <img src="/icons/book-closed_gray.svg" alt="/icons/book-closed_gray.svg" width="40px" /> What’s on this page

</aside>

Create a new project

Where you are when you create a project can make a difference. Views are filtered by properties. If you create a new project in the projects list on a businesses page, it will be related to that business. But some properties depend on other properties that needs setting. So if you create a new project in your dashboard’s “My live projects” view, then you’ll need to make sure the project is one of the green Statuses, and you are assigned to a task in it, or reviewer of a task in it, that isn’t completed. Or be the Project owner or Main contact.

1. Always click on the “+ New” at the bottom of a view when adding rows. This tries to add the properties required for it to show in that view. Clicking “New” at the top-right of the view will add that page without trying to make it appear in the current view.
   1. This will take a few minutes to create a new project for you. Be patient and wait for it to finish. Do not click inside the page until it has automatically populated itself.
2. Name your project and complete the normally visible properties.
   1. “Their people” is usually for the main contact person in the business the project is for.
   2. “Our contact” is usually the person in your business that is the client’s single contact. Note that “Our contact” can also be used to make a project show up in “My project” views for people who are not assigned or reviewing tasks.
   3. It is important to set the “Status”. Green status options make the tasks, and communications, show in people’s dashboards. When projects have a grey Status, all of its Tasks and Communications are hidden. See: Project Status meanings
   4. The “Delivery date” is used in Task warnings. If a task won’t be finished until after the project’s delivery date, or if the “Use on date” is after the project’s delivery date it will create a warning icon.
3. If this project exists under an umbrella project, open the “More properties” to also find the “Umbrella project”, usually at the very top under “Project owner”.
4. If you’re in side-peek or pop-up mode, open your new project as a page.
5. For client projects, add their logo as the project icon.
6. If you’re using a folder structure in cloud storage, Use the link in the project to find then duplicate the file structure and set it up for the project.
   1. Add the link to your new file structure in the “Cloud storage folder” property.

Add tasks to your project

1. Open the toggle “Setup Tasks for new project”.

2. Toggle the “Task Collections”

   1. If you will require multiple copies of something in the task collection, duplicate the toggle that contains those tasks before dragging them into your project.

3. The view “Drag tasks into project” should already be selected. Otherwise, select it.

4. Prototype tasks are grouped in toggles such as Task collections → Internal → New staff → Obtaining new staff

5. Before selecting tasks scroll to the bottom and click “Load more” until it no longer appears. This makes sure all items are showing.

   

6. Select the tasks that you require so they are highlighted. To select all of them, click the checkbox that appears to the left of the first column.