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Tutorial: Creating Your First Project

Set up a project, add team members, and organize tasks.

Step 1: Create a Project​

  1. Navigate to Projects β†’ Add Project
  2. Fill in:
    • Name β€” "My First Project"
    • Description β€” brief description
    • Color β€” select a color
    • Budget Type β€” Hours or Cost
    • Budget β€” estimated budget (optional)
  3. Click Save

Step 2: Assign Team Members​

  1. Open your project
  2. Go to the Members tab
  3. Click Add Member
  4. Select employees to add
  5. Set their roles (Manager, Member, Viewer)

Step 3: Create Tasks​

  1. In the project, go to Tasks
  2. Click Add Task
  3. Fill in:
    • Title β€” "Design homepage"
    • Description β€” task details
    • Status β€” TODO
    • Priority β€” Medium
    • Assignee β€” select team member
    • Due Date β€” set deadline
  4. Click Save

Step 4: Organize with Views​

Switch between task views:

ViewUsage
ListQuick overview of all tasks
BoardKanban-style status tracking
GridCard layout

Step 5: Track Progress​

  • Update task statuses as work progresses
  • Use the board view to drag tasks between columns
  • Check the project dashboard for completion percentage

Step 6: Track Time​

  1. Select a task
  2. Click Start Timer in the timer widget
  3. Work on the task
  4. Click Stop when done
  5. Time is automatically linked to the task and project

Next Steps​