Skip to content
Sign in Request a quote

Opening the first project

You open a project using New project in the left menu. The project comes with four Kanban columns, and the opener becomes the project administrator.

  • Company Administrator
  • Users in the organisation (excluding those with the Customer role)

How to open the first project?

You open a project by clicking New project in the left menu. Who can do this: Company administrator; Users in the organization (excluding those with only the customer role). The project comes with four Kanban columns, and the person who opens it becomes the project manager. You can change the project name, description, and colour later from the Settings tab.

Steps

  1. In the left menu, click New project 1.

  2. Enter the project name in the dialog box. If you want to start with ready-made tasks, select a template from the list below; leave it on Empty project to start blank.

  3. Click Create or press Enter.

  4. The project opens and the Table tab appears.

demo screen (with demo data)
  1. 1Enter the project name

What comes with the project

  • Kanban columns: To Do, In Progress, In Review, and Done. The Done column is marked as 'finalised'.
  • You are the Manager of the project; you manage the team and the columns.
Tip You can change the project name, description, and colour later from the Settings tab.

Related pages