Create a New Project
Last updated
Last updated
Follow these steps to get started on a new project:
On the menu bar of the dashboard, click on Projects.
Now simply choose the New Project option.
Input the name of the project and the key. ( You can only personalize the key while creating the project. After that, it is not possible to change it.)
Pick one of the categories. Fixed or hourly pay or in-house.
Choose the due date of the project
Choose the member that will lead the project.
After you have assigned the Lead, click the next button.
Project Name: It is the name of the project. Any tasks related to that project will come under it.
Key: The key of the project is automatically assigned in reference to project name when you create a project. But, you can customize it. All project keys are unique. The key will help you in finding the project when required.
Category: The category shows the type of working on the project. It has 3 types. Working hourly(hourly price), working fixed(fixed price) or in-house.
Due Date: It is the scheduled date till which the project is required to be completed and delivered.
Lead: You can assign the member of the company who will lead the project like a project manager. You can assign more than 1 lead to a single project.
Choose the project color. Click on Refresh button to select other color.
You can also personalize it by uploading a picture. Click on "Upload" and choose the file and click next.
To discuss the project with the other member of the workplace, select Workspace option.
You also have the choice to make the project private by clicking on the Private option. By default, a private Space is only accessible to the person who made it private. Yet, you can share your private project with other members by adding them in the 'Only share with' list.
This section helps in customizing the name of Task's type in the project. For example a designing project's tasks can be research, design, bug and redesign. It totally depends on your workflow.
The templates listed on the left side are the default templates provided by us. In case, you don't want to customize; select any template to go forward.
To customize the template, click on "New Template". Write name of the template and press enter. Click on the save template. For next project, you can use this saved template.
Add the task type by clicking on "Task Type". You can rename the task type by double clicking on it. You can also rename it by clicking on the three dots on the right. Add as many as tasks type required for the project.
This section helps in creating the status of the project.
The active status will help in knowing the phase of the project. For example 'To start' or 'Open' if the project is to be started or going on. You can add done status like 'Completed' or 'delivered' if the work is done. The close status can be like 'Closed'. You can also add 'Reopen' Status.
You can move the status to the type of status by drag and drop. Save the template and Click on the next button.
Add the status by clicking on "Add Status". You can rename to the status by double clicking on it. You can also rename & add color by clicking on the three dots on the right.
This section helps in creating the status of the tasks for the project.
The active status will help in knowing the stage of the work in the task. For example task 'To Do' or 'In Progress'. You can also add done status like 'In Review' or 'Done', if the work is done. If the task has no errors and is finally completed then you have close status for that. The close status can be like 'completed'.
Add the status by clicking on "Add Status". You can rename the status by double clicking on it. You can also rename & add color by clicking on the three dots on the right.
You can move the status to the type of status by drag and drop. After customizing, save the template and Click on the next button.
Enabling AlianApps will help you in managing projects efficiently. Choose the features of Alian apps while creating the project.
Select “Priority” to set the task’s priority.
Choose “Time Estimate” to estimate the time of work to be done by users in the project.
“Milestones” will help in delivering the project on time and measure the progress to reach the ultimate goal respectively. You can also turn off the Alian apps.
Within Alian Hub, when browsing Projects, Folders, and Lists, you have the ability to define which view(s) are automatically produced and needed. This eliminates the need to manually create these views.
The “List view” is the default view. You can choose additional views as per your requirement like “Board”, “Project Details”, “Comments”, “Calendar”, “Activity”, “Workload”, “Table” and “Embed”. Click on next and you will see a page for your selection.
If you want to do any corrections, click on previous and change it. If everything is perfect then click on Submit. The project will be created successfully.
