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Project Operations

1. Create a Project​

Go to the Task module and click the Create Project button at the bottom of the left sidebar to create a new project.

2. Edit / Modify a Project​

Option 1: Select a project from the left project list to enter the project details page. Click the Settings B button to perform the following actions:

  • Rename the project
  • Project configuration
  • Export tasks to Excel
  • Save as project template
  • Delete the project
  • Archive the project

Option 2: In the left project list, when hovering over a project name, click Settings A to perform the following actions:

  • Pin project
  • Duplicate project
  • Hide project
  • Delete project
  • Add project to a folder

These actions mainly affect how the project is displayed in the left project list.

Option 3:
To add project members and set the project's visibility, go to the Details view of the project.