Create a Project - Teamwork.com Support

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What	Projects are one of the three main work items within Teamwork.com. 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.com. 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.

🎓 Learn in-app: Create a project

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

Click + Quick Add in the left navigation.
Select Project to launch the project creation wizard.
Select Start from scratch and click Next step.
Type your project's name.
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.
Site admin optional step: Choose a budget type (standard or retainer). Not sure? Choose "No budget" for now — you can revisit and set up the project's budget after creation.
Click Next Step to add the budget's details. If you selected "No budget" in the previous step, you'll go straight to the Add People step.
Click Next Step to add people to the project.
Check the boxes beside each user you want to add to the project. Psst! Scroll down a bit in the user list to set a project owner.
Next:

Stop there: Click Create Project.
Level up: Click Next Step add add more details (options listed below), then click Create Project.

You can also click + Projects (and access the project creation wizard) from the following places:

Create as you go: Create a project for each new large initiative your team has.
Budget: Set up the project's budget (standard or retainer) during project creation to accurately track budget from the outset.
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.

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.
Automation: Save time by automating steps in your workflow. You don't need to update key details as tasks progress. Teamwork.com can do that for you.

Take it a step further by setting up automations directly in project templates so that they're populated by default in each project created from the template. Automate your workflows once and reap the benefits many times over.

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