Oops! Something went wrong while submitting the form.
Creating projects on TaskPilot is easy and straightforward. It helps to keep your workflow organized and efficient.
Creating a project on TaskPilot is a straightforward process. Follow these steps to efficiently set up a new project:
Log in to your TaskPilot account and go to the Dashboard section. In the sidebar menu on the left, select Planner. For a comprehensive understanding of the Dashboard Planner layout, check out our introduction guide which covers all the essential features and views to help you navigate the planner effectively.
On the Planner page, click the blue ‘+’ button located in the top right corner. From the record selector, choose Projects and then click Next. Before entering the project details, select the project you want to create. Fill in the general information such as division, client, and due date, assign responsible managers and team leaders.
At the bottom of the page, you will find a list of tasks relevant to the project. Click on the task to open its details and assign the appropriate users and resources needed for its completion. After that, click Confirm to save the changes and proceed to the next task. Repeat this process for each task associated with the project. Once all tasks are assigned and all necessary details are completed, click Add Project to save and create the project. The newly created project tasks will be visible in either the weekly or monthly view of your Dashboard, depending on the tab you select at the top of the page.
Creating a project on TaskPilot is simple and helps keep your workflow organized. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!
