Where

Projects & Tasks › Projects

Who

Anyone allowed to create projects.

Press + New project. At the top choose how to start: Empty project (you add the tasks yourself), Start from a template (tasks, milestones and roles are filled in for you), Copy an existing project, or Describe it to Flowrica (you write what the project is in your own words; she asks what she is unsure of and drafts the plan for you to check).

Type the Project name and choose the Customer. Both are needed: until then the form says Still needed before this can be saved. Set the Start date and the Deadline, and choose the Members.

Choose the Billing and, at the top of the form, the Currency. Open Estimated hours, Progress, Tags or First tasks only if you need them. Under First tasks, type a task and press Enter.

The Client portal line says what the customer will see. Press Change to choose Which tabs the client sees and the Task permissions.

Press Create project. The project opens.

With Start from a template the form has three steps: Template and dates, People and Preview. Plan from A start date or from A delivery date. Only a published template is offered.

The list

The chips narrow the list: All, My projects, Overdue, Ending this month, Client portal enabled, At risk and Awaiting client sign-off. The five cards count the projects in each status: Not started, In progress, On hold, Cancelled and Finished. Press a card to see only those projects.

Each row shows the project's tags, its progress, its late tasks, the customer, the days left and the members. Archived projects shows the archived ones. ↑ Export saves the list as a file. Filters and Columns change what the table shows.

The Projects list: the chips, the five status cards and the table

The list showing only the overdue projects

The project's page

Press a project's name to open it. The head shows the customer, the members, the status and the days left. Its buttons are + New task, Ask Flowrica, Send (🔗 What the client sees, Client share links), ✨ Client report and More. Under More: 📄 Invoice project, Mark as… (changes the status), Members, Edit, Project settings, Export project data and Save as template.

A project's page with the More menu open

Tab	What it is for	What you can do there
Overview	The tasks done, the time left, the hours used and the budget spent; the progress and the date the project is on course to finish; then Hours, Expenses, Project P&L, Money and this week's logged hours.	Set an estimate for the hours.
Work	Tasks, Waiting on, Sprints, Milestones, Gantt, Timesheets and Team workload.	+ New task, + New sprint, + New milestone, Log time. On Gantt, −7d and +7d move a task. Open Staff Workload for this project.
Client	Files, Discussions, Tickets, Sign-offs and Change requests: what you share with the customer.	+ Upload file, ⇩ Download all files, Sharing on a file, + Ask for sign-off, + New change request. The tab names count what waits: the sign-offs pending and the change requests open.
Billing	The project's Proposals, Estimates, Contracts, Subscriptions, Invoices, Credit notes, Expenses and Tax exemptions.	Press a number to open the record.
Notes	A private note. Only you see it.	Save note.
Activity	What happened on the project: Everything, or only What we did.	+ Log activity.

A project's page, Client › Change requests

A project's page, Billing › Credit notes

A project's page, Billing › Tax exemptions

Flowrica on this screen

Press Guide me and Flowrica points at each part of the screen. She can make a project or a task with you, one question at a time. Nothing is saved until you press the form's own button. You can also ask her about the list, for example “Projects by status”, and on a project's page “What is this project's story?”.

Next: Members and milestones

Start a project

The list

The project's page

Flowrica on this screen