Create a project

A project's name, key, client, owner, dates, status, group, colour, who can see it and its team.

Projects admins and managers can create projects. Click + New project on Projects or Home.

The details

Project name and Key: the key is the short code in front of every task ID (WEB-T12). Leave it blank and it is made from the name.
Client: search your customers, or click + to add a new one. Customers are shared with Accounting, CRM and the other apps.
Owner: the person responsible. The owner is always a project manager.
Status, Start date and End date.
Group: a folder for your projects (for example Client work or Internal). Filter the project list by group.
Tags and Colour.
Who can see it: Members only (only the people you add) or Public (everyone in Projects can view it; only members can work in it).
Team: tick the people who work on it. You can change roles later on the project's Members tab.

Custom fields you added in Settings > Business settings > Custom fields show under More details.

The project page

Dashboard: progress, tasks by status, what's due this week, milestones, open tasks by person and the latest activity.
Tasks: task lists and tasks in a list, on a board or on a calendar. See List, board and calendar.
Issues, Gantt, Milestones, Discussions, Documents and Time.
Under More (on a phone, swipe the tabs): Pages, Meetings, Chat, Finance, Activity (with project updates) and Members (with the project's clients).

Change the status from the pill next to the key. The ... menu has Edit details, Import tasks, Export tasks to Excel, Duplicate project, Save as template, Archive and Delete.

Archive and delete

Archive a finished project: it leaves the active list (and your plan's active project count) with all its work kept. Bring it back any time.
Delete moves it to the Recycle bin for 30 days, where it can be restored.