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2. How do I create a project?

Creating projects2:01

"How do I create a project?"

Before people can clock-in timesheet time for individual projects, first some projects need to be created.

To create a new project:

  1. First, tap: MenuProjectsNew project
  2. Once it's open, type in the name of your new project.
  3. Optionally, you can also tap the circle and set the list colour and image.
  4. And finally, tap: Save

Sometimes you may also want to add notes to your project, like instructions on how to do tasks, etc.

To add notes to a project:

  1. First, scroll down to the "Notes" heading, and tap the "Edit" button:
  2. Once it slides out on the right, type out the notes you'd like to share with the project's people.
  3. You can format your notes using Markdown, including: bold text, and bullet lists.
  4. To learn more about formatting with Markdown, tap the question mark button:
  5. Once you've finished typing your notes, tap: Save
  6. And finally, once it's saved, you'll now see your notes shown on the main page for your new project.

Keep in mind that:

  • Anyone who's been added to a project can see all the notes and bookmarks of that project.
  • However, only people who've got "Full org admin" permissions can create, make changes, or add people to a project.
  • You can type in as many notes as you want, and you can keep coming back anytime, to add more notes.
  • Even pages of notes is fine.

To learn more:

  • About how to add workers to a project, so the workers can clock-in timesheet time, watch the video on: Workers in projects

And that's it! That's everything you need to know about creating a project!

Updated: Thu, 19 Oct 2023.

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www.1st.money/help/Projects/2._How_do_I_create_a_project