How to create a new project

Created: 2015-05-05
Last updated: 2018-08-14
Post view count: 2549

Sugester enables you to create, manage and track projects. At their core, projects are basically a collection of tasks; however, every project has some unique properties that make working on complicated tasks easier. To create a new project, go to Projects on the top menu pane and click +New project. You will see the following screen:

As you can see, there are multiple settings that you can adjust for your new project:
  • Name;
  • Start date;
  • End date;
  • Status;
  • Description;
  • Project members - the project can include all users on your account (default), or just a part of your team;
  • Attachments.
If you click on More options, there are some additional options available:
  • User - this person is the owner of the project; unless indicated otherwise, all new tasks within this project will be assigned to them;
  • Department - the project will only be accessible by team members from the department you choose here;
  • Category - choose if you want to assign category to the project and later you will be able to filter through projects in more detail; 
  • Client - if this project is being completed for a client, you can select them here; the project will appear on the client's client sheet; all new tasks within this project will be assigned to this client by default;
  • Clients - for information purposes only; you can input multiple client names here, but this project will not appear on their clients sheets;
  • Deals - if this project is being completed for a deal;  the project will appear on the deal's deal sheet; all new tasks within this project will be assigned to this deal by default;
  • Folder - choose if you want the tasks and emails within this project to be displayed as a separate folder in your inbox view;
  • Type - choose the type of the project;
  • Parent project - if you are working on a very complicated project, you can divide it into sub-projects; select the parent project here if this is a sub-project;
  • Closed - check this box if this project is done;
  • Color - to add color which will be displayed in the projects list next to the particular project.
After you're satisfied with your new project settings, click Save at the bottom of the page to confirm the changes you've made.


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