Projects are the best way for your to keep track of a goal, a deadline, a milestone, or simply just a group of work that needs completing. If you haven't checked out our Project overview article yet, I advise heading over to take a look before you get started with Projects.

Now we know what a Project is, let's started creating one.

Creating a project in Taskbox desktop app:

1. Open Taskbox

2. Click into the project view

This is the folder icon towards the top of the left-hand menu

3. Click on '+ New Project'

You will find this towards the top right in desktop and the bottom + on mobile

4. Add a project name (Mandatory)

We recommend using a name that everyone can relate to

5. Select a status (Mandatory)

The status helps people identify where the work is at in your work process

6. Set a 'Complete by' date (Optional)

This will make sure everyone is aware of when you need the work completed by

8. Add more details

Click on the view more button towards the bottom

Here you can add much more information about your project

9. Click 'Save' to complete

Your project will now be available to others

Good job! 👏 You now have a project to add tasks to.


Creating a project in Taskbox mobile app:

1. Open Taskbox

2. Click on the + button in the footer menu

3. Click on 'Create project'

4. Add a project name (Mandatory)

We recommend using a name that everyone can relate to

5. Select a status (Mandatory)

The status helps people identify where the work is at in your work process

6. Set a 'Complete by' date (Optional)

This will make sure everyone is aware of when you need the work completed by

8. Add more details

Click on the view more button towards the bottom

Here you can add much more information about your project

9. Click 'Save' to complete

Your project will now be available to others

Good job! 👏 You now have a project to add tasks to.


Want to know more about Projects?

Head over to our Project feature page on our website. Or speak to a member of the team via the chat icon in the bottom right.

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