Create and Manage Projects

An admin or a manager will initiate the project journey by creating a project, filling in the basic description, and adding the relevant people who will be working on the project.

To add a project, click on Add Project button on top. Name the project, and describe it with some relevant text. Now, you have the option to Create a blank project, or simply use one of our pre-defined Templates from your relevant industry so that you don't have to create each and every line item from the scratch. You can use any of our sample projects or even any of your own projects as templates! Each project you create will show up in the templates, the next time you need to create a new project. 

If you create a blank project, you need to assign a Project Manager. 

Any user in the organization with the role of a "team member" can assume the role of a project manager for the project assigned to that individual. You can also assign yourself as a project manager.

Once done, add all team members to be part of the project. You can add all members of the organization or specific ones. Go ahead and add a client, and then co-client and contractors if any. You can add these later as well.

Click submit, and your project is ready for progress!