Creating your first project

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Help Center / Getting started / Creating your first project

Set up a project, add tasks, and give your client a live view of progress.

Projects organize the work. Tasks, files, milestones, messages and invoices can all be tied to a project, and your client sees live progress on their side without you writing a status update.

Projects is an app. If you don't see it in your sidebar, add it from the App Library first.

1
Open Projects and choose New Project
Pick the client it belongs to, give it a name, and optionally add a description, a due date and a template to start from.
2
Add tasks
Open the project to get a Kanban board with four columns: To Do, In Progress, In Review and Done. Drag tasks between them.
3
Add milestones (optional)
Milestones are higher-level checkpoints. A milestone's progress is worked out from the tasks linked to it.
4
Share it
The project appears in the client's portal right away. Mark individual tasks Internal only to keep them private to your team.

Doing similar work for several clients? Save the structure once as a project template and start every new project from it.

Learn more in Projects, Tasks and the Kanban board and Milestones.

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