Internal projects
In this article
How to create an internal project
Go to your Projects page and click on the green button in the upper right-hand corner. Only team admins can do that.
You can make the following actions in the opened modal window:
- Give your project a name;
- Choose one of the templates;
- Choose the layout of tasks display;
- Assign a client;
- Make the project public to your team or private to some members;
- Choose who can track time into a project;
- Choose who is allowed to create, change and delete tasks.
Manage tasks
Click on the internal project to manage tasks. You can choose whether to use 'List' or 'Board' view for your tasks.
You can do the following actions with tasks:
- Create a section and then a task. If you want to create a task without a section, please read this post;
- Assign a project member to a task. It is possible to filter the view by your own tasks in the upper right-hand corner;
- Add, edit, move time, copy task, set its estimate, etc without opening a task;
- Filter a project view and search for tasks by title.
If you work in a List view, you can:
- Order and hide your columns;
- Change their size.
If you click on the task title, its details unfold from the right. You can a couple of actions here available as well:
- Give a title to your task;
- Track hours and set its estimates;
- Write down a short description of it, assign to a user, set a due and start date, change its project location, tag a task for further filtering and reporting;
- Attach files and images as well as remove them when they are no longer needed.
- Change the status of your task, its colour on the project view and billable rate.
- Leave comments to communicate with a team while working on this task.
Edit project
Click on the '...' icon next to the project name for editing, or select several projects and make changes in bulk.
Copy project
If you often use similar project's structure, you can quickly copy any project by selecting the 'Copy Project' option. You can choose whether to copy estimates, closed sections and tasks. By default we will copy billing and budget preferences.
Archive/delete projects
You can archive a project, thus restricting regular members to track or edit time. Admins can still log hours, but only manually (timer is disabled). We indicate in such a way that the project is archived and make sure that no one tracks time accidentally.
Archived projects are moved to the special section (you can find such projects using filter). You can reactivate a project to resume tracking at any time.
If you delete a project, all its tasks and time history will be permanently removed.