Create a project
Add a project under a client, choose how it bills, and optionally set a budget — then start tracking time and tasks against it.
A project gives your work a home. Pick the client, choose how it bills, and you're ready to track time and create tasks.
- Role
- OwnerAdminManager
Creating projects is a manage-tier action. Members can't create or edit projects; they only work in projects they're added to.
Where to find it
Open Projects in the sidebar, then click New project (or go to /projects/new).
Create a project
Open the new project form
From Projects, click New project.
Pick the client
Choose the client this project belongs to. (You can move it to another client later by editing the project.)
Name it
Give the project a clear Name.
Choose how it bills
Set the Rate type: Hourly, Fixed fee, or Non-billable. The hourly rate inherits the client's default when you leave it blank. Full details: Billing types & rates.
Optional: set a budget
Set a Budget cap by amount or hours, with a warning threshold. See Project budgets.
Save
Click Save. You'll land on the project's detail page.
What happens next
Your project opens to a tabbed detail page — Overview, Tasks, Time, and more. From here you can add tasks, track time, and add members.
Leave the Hourly rate blank to inherit the client's default rate. Set the client's default first and every new project picks it up automatically.
Tips
- A project's status is Active, Completed, or Archived. New projects start Active.
- To move a project to a different client in the same workspace, edit the project and change its client.