Creating & Configuring Projects

Project Setup

Creating a Project

1. Go to Projects > Projects → Create.
2. Name – Project name (e.g. "Website Redesign").
3. Privacy:

• Followers Only – Only invited users see it.
• Internal – All internal users see it.
• Portal – Portal/customer users can also see it.

• No billing (tracking only).
• Task rate (fixed per task).
• Timesheets rate (hourly billing).
• Milestones (bill a fixed amount when each milestone is reached).

Project Stages

Go to Projects > Configuration > Stages. Create stage templates. Each project can use its own stages or inherit from the template. Configure per stage:

• Fold (collapse) when empty.
• Auto-set deadline.
• Require email notification on entry.

Task Types & Domains

Projects > Configuration > Task Stages can be restricted per project so a "Development" project's stages (Backlog, In Progress, Code Review, Done) don't clutter a "Marketing Campaign" project that needs a different flow (Brief, Draft, Client Review, Published).