Create projects
Create a project, set dates and team ownership, and link it to initiatives and milestones.
Create projects
Create a project when you have a bounded deliverable with a timeline and a team owner.
Before you start
Confirm:
- Which team owns delivery
- Whether the project supports an initiative or Key Result
- Start and target dates stakeholders expect
- Who may create projects on that team (most members with create permission can)
Create from the Projects page
Open Projects from the Workspace section or your team's Projects link.
Click New project or press the create shortcut shown in the header.
Enter a title (required) and optional description.
Select the team that owns the project.
Set Start date and Target date when known.
Link an Initiative or Key Results if this project rolls up to portfolio or OKR tracking.
Save. Open the project to add milestones, issues, and an initial status update.
Create from a template
When your team uses standard project shapes:
- Open the project composer.
- Choose a template from the Template control.
- Review pre-filled milestones and issues.
- Adjust dates and ownership, then create.
See Project templates.
Add milestones
After creation:
- Open the project Overview or Milestones section.
- Add each milestone with a name and target date.
- Link or create issues that must complete before the milestone.
Milestones drive timeline views and progress reporting.
Link issues
Add execution work:
- Create new issues from the project with the project pre-selected
- Link existing team issues from issue detail
- Apply an issue template for recurring task bundles
Issues inherit the project's team unless explicitly personal.
First status update
When work is Active, post an On Track update even if nothing is blocked. Stakeholders watching the initiative or portfolio then see the project as live.
Expected result
After creation you should have:
- A project visible on the team and workspace project lists
- Dates and team set correctly
- Optional initiative / KR links in place
- At least one milestone or issue if delivery has started
Troubleshooting
| Problem | What to check |
|---|---|
| Cannot pick a team | You lack create permission on projects for that team |
| Template missing | Template visibility is workspace- or team-scoped — see Templates |
| Initiative not in list | You may need manage access on initiatives |
Next
- Projects — lifecycle and views
- Create issues — add execution tasks
- Set up your team — portfolio setup checklist
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