Create your first project

This page guides you through the process of creating your first project and outlines the next steps to get started with managing your work.

Creating Your First Project

Follow these steps to create a new project:
    Click the New Project Button:
  • Click "New Project" at the bottom of your sidebar.
  • Or, click on "Projects" in the sidebar and then click on "New Project" on the all projects page.
    Enter Project Details:
  • In the "New Project" pop-up, provide a name for your project.
  • Then, select a privacy setting for your project. Choose between:
  • "Internal Team & Invited People": This option allows your internal team and any specifically invited individuals to access the project.
  • "Invited People Only": This option restricts access to only those individuals you explicitly invite to the project.
  • You have the option to create a project from a template. If you want to use a pre-defined project structure, select a template from the "Template" dropdown. If you do not select a template, a blank project is created.
    Create the Project:
  • After entering the required details and optionally selecting a template, select the "Create Project" button within the pop-up.
  • The system processes your request, and you are automatically directed to the home page of your newly created project.

What to Do Next

Once your project is created, you can begin to populate it with tasks, files, and collaborators.

1. Add Tasks

Tasks are the individual work items within your project.
  • From the Project Home Page:
  • On your project's home page, navigate to the "Tasks" section.
  • Look for an input field labeled "Add new task". Enter the name of your task.
  • Press Enter to create the task.
  • To add more details to a task, click the task name. This opens a side panel where you can set due dates, assign people, add descriptions, and more.
  • From the Calendar View:
  • If you are in the "Calendar View" of your project's tasks, you can select a specific date on the calendar to create a new task for that day.

2. Add Files

Files are essential for sharing documents, images, and other resources related to your project.
  • From the Project Home Page:
  • Navigate to the "Files" section within your project.
  • Drag some files into the drop area or click it to select files from your computer.
  • You can choose to upload files directly to the project or organize them into folders. If you select a folder, choose the desired folder from the "Folder to add files to" dropdown.
  • Select the "Upload Files" button in the pop-up to complete the upload.

3. Invite People

Collaborate with your team and clients by inviting them to your project.
  • From the Project Home Page:
  • Click the edit button next to Team, Client or Freelance depending on what type of person you want to invite.
  • Select this button to open a pop-up where you can invite the people you want to be part of the project.
  • If the person doesn't exist in your account already:
  • Click on "Invite Person" in the sidebar.
  • Add the email of the person you want to invite.
  • Choose a role for the user.
  • Choose projects to add the user to.
  • Personalise the invite email if you like.
  • Send the invitation.
By following these steps, you can effectively set up and begin managing your projects in  Project.co .