Whether you create your own project or use a template, it’s easy to set up a project for you to start working on your tasks.

1. Create a new business project:

a. Create a new project to capture a sequence of tasks your team completes regularly. 

Note: if you are an existing customer, please click on create a new project on the left side of the page in the projects module

2. Create appropriate tasks, swimlanes, or custom fields to organize and categorize your work clearly.

How to create a task 

How to create a custom field

3. You can assign tasks, include attachments, and task details to a project in advance. Also, add @mentions to get attention of a team member to an important task

This is not the only way to create projects,you can do it using these methods as well.

1. With seeded templates

2. By cloning projects

Learn more on configuring details of your project:

1. How to customise workflows 

2. How to add custom statuses

3. How to setup your kanban board