Add a Project and Assign Employees
Navigate to Projects page where you can add your new project or edit an existing one.
To add a new project, click on Add New Project button in the upper right corner of the page.
A new window will appear where you can do the following:
Name the project.
Add hourly rate if you would want to track Project costs (optional).
Assign Employees to a Project by ticking the checkbox next to their names.
Click on Save button on the lower right of the window.
Once you have added your Project by following the steps above, you will see its name appear on Projects page.
Add Tasks and Assign Employees
Now that your Project is on the Projects list you can click on its name to open a specific Project page.
There you will find Kanban inspired Tasks board where you can add new and edit existing tasks as well as view their flow from creation to completion.
To add new Task to your Project you can simply click Add New Task on the board.
Name the Task and Assign Employees to it, similarly to the Project creation but with the following optional additions:
Description box where you can leave a Note or describe the task (optional).
Due Date or Task completion deadline (optional).
Task Status (Choose one of task status options: To Do, On Hold, In Progress or Done).
Task Priority (Mark tasks as Low, Medium or High to help guide your team).
Once done, click on Save button and you Task will be successfully created.
Edit window looks the same for both Tasks and Projects. You can edit existing project or task by clicking on three dots and selecting Edit.