So, you'd like to start a new project...

This video takes you through setting up a project for a new client.

To start a new project, just click the “Create a new project” button located in the right sidebar of your Dashboard. (Please note that only administrators and the account owner can currently create new projects.)

Then, add users to that project by going to the project’s People & Permissions tab and clicking to “Add people, remove people, change permissions.”

Next, 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.

You can add an event/milestone by clicking the “Add a new event” button:

Or by clicking a specific date in the calendar:

Then, you can create to-do lists in your To-dos tab:

You can also assign users with responsibility for each item in a list:

And then choose the correct assignee from the drop-down bar:

If you want, you can relate an entire list to a certain milestone as a way to track a milestone’s progress:

And then choose the corresponding milestone from the drop-down bar:

Help us improve our customer service: Was this article helpful? Yes or No.