To create a blank project you could either click on the “+” icon on your menu…

…or on the project grid “create new project”

Project Settings

When creating a blank project you need to enter the project settings.

Automatically, it generates a project number. You can change it and you could also edit the default number groups for project. More here ➜

Also, you need to add project name and you could add a internal project description. Further, you need to pick a client. A project could be internal or for one client. Internal project cannot be invoiced. At last, add the repsonsible manager to the project. You could also add a substitute for the project manager.

You can change this data anytime in the project informations.

Project Options

On the project options you can make settings for communication and invoicing.

You can add this project to a slack or Microsoft Teams channel.

Further, you can set the project currency, default mileage rate, start and end date. Additionally, you can set the default view of your project either to board or list view

Regarding invoicing, you could set a prefix for the project’s invoices similar to client’s invoice prefix.

You could also enable to automatically round time records made with the time.

By default the unit in invoices for projects would be “hours”. However, you could also use “days” as unit. When using personal day as task unit you could set up how many hours equals one personal day. E.g. if you type it 8:00 hours equals a personal day and you’d tracked 16:00 hours to a task on the invoice you’d see 2 days.

Staff

You could add staff one by one, choosing departments or adding all staff members to a project.

Please note that staff added to the project is not automatically assigned to any task. However, if there’re task on the project you could either assign a person to all tasks or remove the person from all tasks with one click

Learn more about assign staff directly on a task ➜

That might be also helpful

Project billing methods ➜

Project budget ➜

Project custom fields ➜

Assign member on the Staff page

Please note that this feature is only available up to 50 projects. If you’ve more than 50 projects you can’t assign staff to projects on the staff page.

On the ‘Edit staff’ page you can use the ‘Assigned projects’ tab to assign projects (or un-assign) to this specific team member.

Just choose one and click on the ‘Move’ button:

Or even add all:

If the staff member has already logged hours on some project, you will not be able to move that project to the ‘Unassigned’ column (such projects are gray on the list), as you can see in the screenshot below:

When you save the changes you made, this staff member will appear on the Project page as a project member and he will be able to log hours onto this project.

Assign member on the Project page

You can also assign/un-assign members on the ‘Edit Project’ page (Time&Projects -> Projects -> choose a project and click ‘Edit project’):

In the ‘Staff’ block, pick members from the ‘Select a team member’ dropdown.
Note: you can un-assign someone by clicking the cross icon at the end of the line, but if the member has already logged hours to this project – you will not be able to un-assign him/her.

Notify staff member if assigned to project

You can set up that a user will receive a notification when he/she was assigned to a project. First, you can go to the preferences/defaults and activate “user assigned to project”. You can select if your staff should receive the notification via Email, Slack or Bell Notification. These are the default setting (fallback) wich can me overwritten for each staff member individually.

Second, you can go to the staff members page and manage these notifications individually on the staff details “Assigned projects” tab. You can switch it on/off or select other/multiple channels.

Please note that the setting on the staff member page will overwrite the preferences.

To add staff to a task please go to the board or list view of your project. You can then assign a person to the task by clicking on “assing staff”.

You can select departments or any staff one-by-one. You can assign several users to a task.

Add staff to checklist

When you using checklists on your task you can assign a person to each checklist item. Just hoover over the checklist item and click on “assign user”-icon.

While you can assign more than one person to a task you can assign one user only per checklist item.