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Create projects on TaskPilot to efficiently manage details and task assignments. Streamline your project management.
Creating projects on TaskPilot is a seamless process. Here’s how you can create a project step by step:
Log in to your TaskPilot account. In the sidebar menu on the left, click on Workflow and select Projects from the dropdown menu.
On the Projects page, locate and click the blue ‘+’ button in the top right corner.
In the modal window that appears, first select the project name and then proceed to fill in all the additional general details required for the project.
In the project tasks section of the modal, you will find unassigned tasks related to this project. Click on each task to assign it to the responsible person. Select the appropriate app user and machine, along with any other necessary information. After assigning the tasks, click Confirm.
Once all details and tasks are assigned, click Add Project to save your new project.
Creating projects on TaskPilot is straightforward and efficient, ensuring you can easily manage all the details and task assignments within your projects. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!
