Creating and managing a project

You need the Projects: create permission to add a project and Projects: edit to change one. Tasks and phases are managed from the project's detail page.

Create a project

1. Go to Projects and choose New project.
2. Enter a name (required).
3. Optionally set the company, contract, project manager, start and end dates, budget hours, budget amount, description and notes.
4. Pick a status — new projects default to Planning.
5. Save. The project is assigned a project number and you land on its detail page.

Add phases

From the detail page, add a phase with a name and an optional sort order and start/end dates. Phases let you group related tasks; tasks not assigned to a phase appear in an unphased bucket.

Add and assign tasks

1. On the detail page, add a task with a title (required).
2. Optionally choose a phase, an assignee, a priority, an estimated hours value and a due date.
3. New tasks start at todo. Update a task's status to in_progress, blocked or done as work proceeds.

Track progress

The detail page shows the calculated progress percentage, task counts, and logged hours against budget. To change project-level details such as status, dates or budget, use Edit.

All project, phase and task changes are written to the audit log.