Create a Project
This article walks through every field on the new-project form so you can set a project up correctly the first time.
Where to find it›Projects and click Add Project. The button only appears if your role has permission to add projects.
How to create a project
- Go to Work → Projects.
- Click Add Project.
- Fill in the Project Details section (at least the required fields, marked below).
- Optionally expand the Other Details section to add files, budget, currency, and progress settings.
- Click Save.
Fields — Project Details
| Field | What it does | Required |
|---|---|---|
| Task Short Code | A short code used as a prefix for the project's task numbers (for example, tasks become ABC-1, ABC-2). |
No |
| Project Name | The name of the project. | Yes |
| Start Date | When the project begins. | Yes |
| Deadline | The project's due date. Hidden if Without Deadline is ticked. | Yes (unless without deadline) |
| Without Deadline | Tick this if the project has no fixed end date. Hides the Deadline field. | No |
| Project Category | Groups the project under a category. Use the Add button beside it to create a new category on the fly (if you have permission). | No |
| Department | One or more departments/teams. Selecting a department auto-loads its members into the member picker. Hidden for contact users. | No |
| Client | The contact this project is for. Only shown if the Contacts module is enabled. | No |
| Project Summary | A rich-text description of the project. Supports @mentions. | No |
| Note | An initial note saved with the project. Only shown if you can add project notes. | No |
| View Public Gantt Chart | Enable or disable a public, no-login Gantt link for this project. Default: Enable. | No |
| Public Task Board | Enable or disable a public, no-login task board link. Default: Enable. | No |
| Need Approval (by admin) | When enabled, tasks in this project must be approved by an admin before completion. Default: Disable. | No |
| Label | One or more colour-coded labels. Use Add to create a label inline (if you have permission). | No |
| Create Public Project | Makes the project visible to everyone without member restrictions. Only shown if you have permission. Ticking it hides the member section. | No |
| Add Project Members | The employees working on the project. Use Add to create a new employee inline (if you have permission). If you cannot add members, you are added automatically. | No |
Fields — Other Details
Click the Other Details header to expand this section.
| Field | What it does | Required |
|---|---|---|
| Add File | Drag and drop one or more files to attach to the project. Only shown if you can add project files. | No |
| Currency | The currency for this project's budget and finances. Defaults to the company currency. | No |
| Project Budget | The total budget figure for the project. | No |
| Hours Allocated | An estimate of the total hours for the project. Used by the roadmap's planned-vs-actual chart. | No |
| Calculate Project Progress Through | How the progress bar is calculated. Options: manual (default), Task Completion, Project Total Time, or Based On Project Deadline. Choosing "Based On Project Deadline" requires a deadline (it disables Without Deadline). | No |
| Manual Time Log | Allows time to be logged manually against this project (rather than only via the timer). | No |
| Enable Miro Board | Connects a Miro board. Reveals a Miro Board Id field (required when shown) and a Client Miro Access option. | No |
| Client Task Notification | Notifies the assigned contact about task activity. | No |
| Custom Fields | Any extra fields your administrator has added for projects. | Varies |
Status when created
You do not choose a status on the form. New projects open with your company's default project status (usually In progress). You can change it later from the Overview tab — see Project status and progress.
Permissions
- Creating a project requires the add projects permission.
- The Create Public Project option only appears if you have the create-public-project permission.
- Inline Add buttons (category, label, employee, file) each require their own permission.
Tips
- Set a Task Short Code even though it is optional — it makes task numbers far easier to read and reference.
- If you choose Task Completion or Project Total Time for progress, the progress bar updates automatically as work is done.
- Selecting a Department is the fastest way to add a whole team to a project at once.