How to create a project
A project groups related work with an owner and status so your team can deliver it in an organized way.
#When to use this
Use this when starting a new piece of client or internal work you want to track to completion.
#Step by step
1
Open Projects
Go to the Projects area.
2
Create a project
Add the project with a name and owner.
3
Set it up
Add the initial details so the team understands the scope.
4
Add tasks
Break the work into tasks (see the tasks article).
#Expected result
What you should see
The project appears in your Projects list, ready to break into tasks and deliver.
#Common mistakes
- Creating a project with no owner.
- Not breaking the project into tasks, so progress is unclear.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The project did not save | Ensure required fields are complete and retry. |
#Best practices
- Give every project a clear owner.
- Break work into tasks early.
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