✔  Available on all subscriptions

What
Projects are one of the three main work items within Teamwork. They're used for listing, organizing, and managing work (specifically large initiatives). They house all of your tasks, milestones, files (and more) and they're fully customizable depending on how you prefer to work.
Why
  • Create a central location to serve as a single source of truth for communication and documentation related to a particular initiative.
  • Organize processes based on business (or client) needs.
  • Increase visibility by having one place your team can go to look to understand how a particular subset of work is going.
Who
  • All site admins
  • Standard users with permission to:
    • Add projects (ability to create, edit, and delete projects and project categories)
When
You decide what should be a project, but in general projects are for large-scale initiatives for your department/team or individual clients.
  • Example: Create a project for each client's website build.
What
Projects are one of the three main work items within Teamwork. They're used for listing, organizing, and managing work (specifically large initiatives). They house all of your tasks, milestones, files (and more) and they're fully customizable depending on how you prefer to work.
Why
  • Create a central location to serve as a single source of truth for communication and documentation related to a particular initiative.
  • Organize processes based on business (or client) needs.
  • Increase visibility by having one place your team can go to look to understand how a particular subset of work is going.
Who
  • All site admins
  • Standard users with permission to:
    • Add projects (ability to create, edit, and delete projects and project categories)
When
You decide what should be a project, but in general projects are for large-scale initiatives for your department/team or individual clients.
  • Example: Create a project for each client's website build.

Before you start

Work with clients in Teamwork: a client user can be added to a maximum of 5 active projects (the projects must be associated with their company).

Add a project

  1. Click + Quick Add in the left navigation.
  2. Select Project to launch the project creation wizard.


    Image Placeholder

  3. Select Start from scratch and click Next.

    Image Placeholder

  4. Type your project's name.
  5. Select a company. New to companies? We can help: If the project is related to internal work, choose your company. If it's associated with a client's company — choose their company.
  6. Click Next Step to add more details.
  7. Add people and teams to the project. Psst! Scroll down a bit in the user list to set a project owner.
  8. Next:
    1. Stop there: Click Create Project.
    2. Level up: Click Next Step add add more details (options listed below), then click Create Project.
      1. Set a project category.
      2. Apply tags.
      3. Set logged time as billable by default.
      4. Apply custom fields.

Another option...

You can also click + Projects (and access the project creation wizard) from the following places:
  • Projects
  • Jump to 
  • My Work

Best practices

  • Create as you go: Create a project for each new large initiative your team has.
  • Guarantee visibility: Invite everyone who needs to work on or see things related to the project.
  • Get the basics in: Add start and end dates along with a project owner to ensure everyone knows basic project details.
  • Organize: Use categories to group related projects. This makes it easier to draw portfolio-level conclusions.

Elevate your projects

  • Reporting - apply tags to projects, then report on projects based on tag criteria.
  • Resource management - add key project and task data (dates and assignees) to be able to schedule and manage work.
  • Repeatable work - leverage project templates if you're consistently working on the same type of project.

Put it into practice

Want step-by-step instructions in Teamwork?