Create a project

Project managers, plus admins and super admins in project manager mode.

A project is work assigned to one talent, split into milestones (tasks).

From the dashboard

  1. Go to Projects & invoices → Create project.
  2. Enter a title, description, and category.
  3. Pick the talent.
  4. Set the due date.
  5. Add at least one milestone, with optional dates.
  6. If your organization uses timesheets, enter the hours allocated.
  7. Optionally link external tools (see Link a project).
  8. Submit.

With the AI assistant

Say: "Create a project called Spring campaign for Dana, due 30 November, with milestones: concept, drafts, final assets."

In the app, the assistant opens the form and fills it in so you can check it. In Slack or WhatsApp it creates the project straight away.

What happens next

The project is Pending until the talent accepts it, then it becomes Ongoing.

Related: Project statuses · Send a gig request