How to Create, Edit, or Delete a Project

In TaskPilot, a project is a comprehensive work assignment that encompasses multiple tasks associated with a single client. A project can include various tasks scheduled on the same day or across different days and may involve different users. Managing projects effectively allows you to coordinate complex workflows, track progress, and ensure all related tasks are completed efficiently.

This guide will walk you through the process of creating new projects, making changes to existing ones, and deleting projects that are no longer relevant. Follow these steps to keep your projects well-organized and ensure smooth operations across all your tasks.

Navigate to the Administration Section

Log in to your TaskPilot account. In the sidebar menu on the left, click on Administration and select Projects from the dropdown menu.

Creating a Project

On the Projects page, click the blue ‘+’ button in the top right corner. This will open a modal where you need to enter the project title and select project tasks from the dropdown menu. Once you have filled in these details, click Add Project to save your new entry.

Editing a Project

To edit a project, first locate the project you wish to modify. Hover over the project's row to reveal the Edit icon on the right side. Click this icon to open a modal where you can update the project's details. Once you have made the necessary changes, click Save Changes to apply the updates.

Deleting a Project

To delete a project, find the project you want to remove. Hover over the project's row to reveal the Delete icon on the right side. Click this icon, and a confirmation window will appear. Confirm your decision to delete the project, and it will be removed from your list of projects.

Managing projects on TaskPilot is straightforward and efficient, ensuring you can easily add, edit, or delete entries as needed. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!