Create a project when a piece of work needs a lead, a team and a date to finish by. A name is all it needs to start: everything else can be set now or changed later on the project’s page.
Beta
Projects are rolling out gradually, so your workspace may not have them yet. If Projects is
missing from the sidebar, ask us to turn them on.
Create one
1
Open the form
In Projects, choose New project. Search offers New project too. On a client’s
Projects tab, New project opens the form with that client already picked.
2
Name it
Type the name where the form says Project name, and a one-line summary under it. The square
beside the name picks the project’s icon and colour.
3
Set the properties
In the row under the summary, choose the Lead, the Members and the Target date; each
one shows its name until it is set. A new project starts in Backlog with No priority
unless you change them.
4
Say what it is for
Under the properties, write the description: the goal, what done looks like and anything the
team should know.
5
Create it
Add any Milestones you already know, each with its own date, then choose Create project.
Choose the lead and the team
The Lead is the person answerable for the project, and Members are the people working on it. Both hear about every update posted on it, and each person you add is notified, except you. You can pick only people your role can see.The lead is on the team only if you add them to Members as well, and creating a project does
not add you to it.
Next
Planning projects
Keep the dates, team and budget current, and add milestones.
Posting project updates
Tell the team how the project is going.
Still need help?
Contact support
Email the Begin team and we’ll get back to you.
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