Start a new project
Jump ahead to:
- Create a new project
- Add users to a project
- Add milestones and events
- Create to-dos
- Relate a To-Do List to a Milestone
Only account owners and administrators can create new projects.
To get started, click the “Create a new project” button located in the right sidebar of your Dashboard.
Add people to your new project by going to the People & Permissions tab and clicking “Add people, remove people, change permissions.”
You can add milestones and events in the Calendar tab. Milestones and events mark major happenings for a project. The difference between the two is that a user can be marked as responsible for milestones, whereas events don’t have a responsible party.
To add an event or milestone, click the “Add a new event” button:
You can also click a date on the calendar to add your event or milestone:
Create to-do lists in your To-dos tab:
You can assign users with responsibility for each item in a list. You'll be able to choose from a drop-down menu listing everyone on the project:
Track a milestone's progress by relating it to a to-do list. Choose the corresponding milestone from the drop-down bar: