Creating a project in Projek allows you to define objectives, assign team members, and establish timelines within a structured environment. The project setup process ensures that all necessary details are captured before execution begins.
Proper configuration at the start of a project improves clarity, accountability, and resource planning. By defining status, priority, and visibility settings, teams can align expectations and manage workloads efficiently.
Once created, a project becomes the central hub for tasks, milestones, financial tracking, and collaboration activities.
Step 1: Access the Projects Section
Navigate to Projects from the main sidebar.
Click “Create Project."
Step 2: Enter Basic Project Information
Provide the following details:
Project Title: A clear and descriptive name.
Project Description (Optional): Outline objectives, scope, or key deliverables.
Project Status: Select from Planning, Active, On Hold, Completed, or Cancelled.
Priority Level: Choose Low, Medium, High, or Urgent.
These settings help define the operational state and urgency of the project.
Step 3: Configure Timeline and Planning Details
You may define:
Start Date: When the project begins.
Deadline: Target completion date.
Estimated Hours: Projected total effort.
Budget Allocation (Optional): Financial limit for tracking expenses.
Project Visibility: Public (visible to all workspace members) or Private (restricted access).
Setting these parameters helps improve scheduling, monitoring, and financial control.
Step 4: Complete Project Creation
Review all details.
Click “Create Project.”
The project will:
Appear in your project list.
Be available for task creation.
Allow team member assignments.
Integrate with time tracking, budgets, and reporting modules.
The project creator is typically granted management-level access within the project.
After creation, you can update:
Title and description
Status and priority
Deadlines and estimated hours
Visibility settings
Changes take effect immediately and update across related modules.
Use clear and consistent naming conventions.
Set realistic deadlines and estimated hours.
Define priority levels accurately.
Review visibility settings before inviting team members.
Proper project configuration establishes a clear structure for execution, tracking, and collaboration within Projek.