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Your first project
This walkthrough takes you from creating a project to getting paid, step by step. By the end, you'll have created a project, added tasks, invited someone to collaborate, tracked time, and sent an invoice.
Creating the project
- Click Projects in the main menu.
- Click the + button to create a new project.
- Enter a project name.
- Optionally set a client, start date, due date, and status.
- Click Create.
Your project is now a container that holds tasks, a calendar, a timesheet, invoices, proposals, contracts, conversations, files, and more. You'll see tabs across the top for each area.
Adding tasks
- Open the project and click the Tasks tab (it's selected by default).
- Click the + button to add a task, or type directly into a task group column.
- Give the task a name, an assignee, and a due date.
- To organise work into phases, create task groups (columns) like "Design", "Development", and "Review" by clicking + Add group.
You can switch between Table, List, Kanban, Timeline, and Calendar views using the toolbar.
Inviting a team member or client
- Click the project's Settings tab.
- Under Members, search for a team member or client to add.
- If the person doesn't have an account yet, go to Contacts and create them first, then add them to the project.
Team members see everything their role allows. Clients see only the project they're added to, with their view limited by permissions.
Tracking time
- Open any task and click the timer button to start tracking, or go to the project's Timesheet tab and log hours manually.
- Each time entry records who worked, on which task, for how long, and at what rate.
The project's Timesheet tab shows a running total of all tracked time. For full details, see Timesheets.
Creating an invoice from tracked time
- Go to the project's Invoices tab.
- Click the + button to create a new invoice.
- Pull in tracked time entries as line items. The task name, duration, and billing rate are filled in automatically.
- Review the line items, add any adjustments, and click Save.
For full details on invoicing, see Invoices.
Sending and getting paid
- Open the invoice and click Send.
- The client receives an email with a link to view and pay the invoice online through your connected payment processor (Stripe, PayPal, or Square).
- Once payment is received, the invoice status updates to Paid and a transaction is recorded automatically.
Saving as a template
Once your project is set up the way you want it, you can save it as a template so you don't have to build the same structure again:
- Open the project's Settings tab.
- Click Save as template.
- The template captures the full structure: task boards, task groups, tasks, assignees, due date offsets, custom fields, and permissions.
The next time you create a project, select the template and the entire structure is copied over.
For a full walkthrough of everything inside a project, see Projects.
