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Create & manage projects

The projects list page is the starting point when you log in to your Project.co account. This page lists all the projects you’re part of. 

You can change this view to see all projects including the ones you’re not part of – by clicking “All projects” in the sidebar. 

You can also change from a list view to a kanban view by clicking the view button at the top of the page. The Kanban view is great for moving projects through your process from stage to stage and getting an idea where projects are up to in your workflow.

You can filter the projects that show on either the list or kanban view by clicking the filter button at the top of the page. You can then select from a range of different options and save so you see just the projects that are important to you.

To create a new project you simply need to click the “Create New Project” button.

If you’re on one of the projects pages then you’ll see this button at the top left of the page.

Or if you’re on any other page of your account you can click the master “Create New” button at the  top right of the page. And then click on “Project”.

This is the create a project page. The first thing you’ll want to do is name your project. Give it a descriptive name so it’s clear what the project is after you’ve created it.

Next add some details to your project. This is a great place to add some information about your project, what it is, what needs to be done, what the requirements are, what the goal is and more. This will help people who are new to the project understand what it is. And it can act as a great reference point as projects progress.

If you have files you’d like to upload along with the creation of your project you can do that by clicking on “Add Files”. This will open a drop zone so you either drag and drop files in to the area or click on “Browse” to find files from your computer.

Next, the “Project Status” option lets you define a specific status for your project to start on. By default new projects start as “Open” but if you’d like to start your project with a different status you can set that here.

The “Project Privacy” option lets you set whether the project is visible to your internal team and any invited clients with the “Standard” privacy option or only visible to people who are invited to the project with the “Private” privacy option.

Finally you can set custom background and text colours for this project. This will define the colour of the header on the dashboard page. This can be useful if you want to categorise certain projects by colour.

Before you click to create your project you can decide whether to notify people who are set to be automatically added to new projects. This will notify these people by email so they can check the project out right away.

When you’re ready, click “Create Project”. You’ll then be taken to your project dashboard page so you can review and edit your project further.

Updated on June 1, 2020

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