Create a Project
This guide walks you through creating and setting up a new project.
Creating a New Project
- 1.Navigate to the Projects Hub by clicking "All Projects" in the sidebar
- 2.Click the "New Project" button (blue button with + icon)
- 3.Fill in the project details:
Project Details
| Field | Required | Description |
|---|---|---|
| Name | Yes | A clear, descriptive name for your project |
| Icon | No | Choose from 60+ icons to visually identify your project |
| Description | No | Explain the project's purpose and goals |
| Start Date | No | When work begins |
| End Date | No | Target completion date |
| Color | No | A color theme for the project |
After Creation
Once created, your project will have:
- •Default groups: Group 1, Group 2, Group 3
- •Default sprint: "Sprint 1" in Planning status
- •You as Owner: Full access to all features
Setting Up Your Project
1. Customize Groups
The default groups are generic placeholders. You should:
- •Rename groups by clicking on the group name
- •Reorder groups by dragging them
- •Add new groups with the "+ Add Group" button
- •Change colors to visually distinguish groups
- •Delete groups you don't need
2. Create Your First Tasks
- •Click "+ Add Task" in any group
- •Or use the Drafts panel for unorganized tasks
3. Invite Team Members
Go to Settings → Members to invite collaborators.
Tips for Project Setup
- •Keep names short but descriptive
- •Use icons to make projects easy to find in the sidebar
- •Set dates if you have a deadline
- •Start with defaults and customize as needed
Next Steps
- •Create tasks to track work
- •Set up sprints for agile workflows
- •Invite your team to collaborate