Projects: create a project and assign your team
Set up a project for a client, give it a budget and dates, and add team members.
Use Projects & CRM to plan client work, track time and bill from the same place as your books. The menu appears when your plan includes it and the module is enabled by your administrator.
Create a project
Projects › New Project and fill in:
- Name (required) and Description.
- Client: pick an existing customer. A client is needed later if you want to create invoices from the project.
- Status: Open, On Hold, Completed or Cancelled.
- Priority: Low, Normal, High or Urgent.
- Start date and End date (the end date can't be before the start).
- Budget and Project manager.
Click save. You land on the project page, where tasks, milestones, time, files, contracts, invoices and expenses are organised.
Add team members
On the project page, add a user as a member and tick leader if they lead the project. Only people with the project members permission can add or remove members.
Who sees which projects
Roles can be limited to their own projects or allowed to see all projects. Someone limited to their own projects goes straight to the project list instead of the Projects dashboard. Ask your administrator to adjust this under Administration › Roles.
Tip: Set a project to Completed instead of deleting it. Deleting is allowed only for roles with delete permission, or for the projects you created yourself if your role says so.