Team and projects
How do I create a project and tasks?
Create a client project with milestones and deadlines, then assign tasks to your team members.
Step-by-step instructions
- 1Open Projects in the navigation sidebar.
- 2Tap New project at the top right.
- 3Enter a Project Name, confirm the Project ID, and pick the Client.
- 4Set the start date and target completion date under Timeline, then tap Create.
- 5Inside the project board, tap Add Task to create tasks and assign them to team members.
Good to know
- Projects can be created with custom stages such as Brief, Design, Review, and Complete.
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