ElliboHelp Centre

Get started with Projects

Start Projects for your business, create your first project and invite your team.

Ellibo Projects keeps your team's work in one place: projects, task lists, tasks, subtasks and milestones, with owners, due dates and reminders. Your clients are the same customers you have in Accounting, CRM and the other Ellibo apps.

Set up Projects

  1. Open Projects from My Apps.
  2. Choose a business you already run on Ellibo and click Start Projects, or create a new business.

You start with a 14-day free trial with every feature unlocked.

Your first project

  1. On Home, click Create your first project (or + New project).
  2. Give it a name, a client, dates and a team. See Create a project.
  3. Add task lists and tasks on the project's Tasks tab. See Tasks and task lists.

Home

  • My open tasks, Overdue, Due today and Active projects at a glance.
  • My tasks: what's late, due today and due in the next 7 days. Tick a task to close it.
  • My projects with their progress, Upcoming milestones and Recent activity.

Find anything

Press Ctrl + K (or /) to search projects and tasks by name or by task ID, for example WEB-T12. Press N to add a task from anywhere.

Next steps

Still need help?Write to us and we'll walk you through it.
Contact support