How to Create a New Project in Teamwork.com
In the video, Lisa Wood from Echolocity demonstrates how to create a new project in the Teamwork dashboard. We begin by navigating to the projects section from the home page and choosing to view projects in a list format. We explain how to create a new project from scratch, starting with naming the project and selecting or creating a company to associate with it. We then moves on to adding team members, setting the project category, adding tags, and specifying whether the project is billable. We also highlight the option to use templates for task lists and the benefits of setting milestones and time estimates for tasks.
Next, we demonstrate how to manage and customize tasks within the project. We explain the different views available for tasks, such as board and table views, and how to add columns for additional information like start dates and statuses. We emphasize the importance of tracking time for billable projects and shows how to log time and create time estimates for tasks. We also cover how to bulk edit tasks, reassign them, and adjust start and due dates. Finally, we review the project setup and mentions features like adding files, adjusting schedules on the fly with the Gantt chart, and using forms for collecting project information.
Here's a summary:
1. Access Teamwork Dashboard: Start on the home page and navigate to the projects section.
2. View Options: Projects can be viewed in list or grid format; the demonstration uses the list view.
3. Create a New Project:
Click the "Add Project" button.
Choose to start from scratch or use a template. In this demo, a new project named "New Product Creation" is started from scratch.
Assign the project to an existing company or create a new one.
4. Project Setup:
Add team members or assign the project to yourself.
Categorize the project (e.g., client work) and add relevant tags.
Indicate if the project is billable and configure custom fields if needed.
5. Task Lists:
Create a task list and use templates if available. Add milestones and assign them to tasks.
Estimate the time required for tasks, and assign them to team members or yourself.
6. Manage Tasks:
Edit tasks to set time estimates, add comments, attachments, and subtasks.
View tasks in different formats (board, table) and customize columns.
7. **Dashboard and Time Tracking**:
Use the project dashboard to track progress.
Add files, log time, and use forms to collect information.
Adjust project schedules using the Gantt chart.
8. Bulk Editing:
Bulk edit tasks to reassign them, change start and due dates.
9. Final Review: Return to the home view to see all tasks assigned to you.
0:00 Introduction
2:05 Selecting Team Members
3:36 Setting Milestones
4:15 Task Lists
6:41 Dashboard Views
7:38 Forms and Different Views
8:19 Conclusion
➡️ Resources for You:
Our Website - https://www.echolocity.com/
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