Overview
Getting started with project management in the Activity center is a pretty straightforward process, and it all begins with adding your projects and activities to your board. This simple initial step lays the foundation for effective project organization and oversight.
Adding a project
To add a project:
- Locate and click New project in the Activity center.
-
The "New project" pop-up window will appear on your screen. This pop-up enables you to specify essential project details, including:
- Project name: enter a descriptive name for your project.
- Description: provide a brief overview or description of the project.
- Start and End dates: set the project's start and end dates to establish its timeline.
- Additionally, you have the option to create a project using predefined templates, streamlining the project creation process.
Attention
To add projects (the New project button is available) you will need the Add projects global permission.
Note
If you want to create a project based on an existing template, see the Creating projects based on templates article.
As you add a project, a unique ID number is assigned to the project as an identifier. It cannot be changed or deleted.
Adding an activity
To add an activity:
- Navigate to the project you wish to add an activity to.
- Hover over the project row, and
will appear on the left side.
-
Click
will be created.
- Fill in the name of the activity in the placeholder.
- Press Enter to save the created activity. Another method to save the activity is to click elsewhere in the grid.
As you add an activity, a unique ID number is assigned to the activity as an identifier. It cannot be changed or deleted.