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How to create project

There are few ways how to create a new project. Let’s have a look.

Creating new project

The easiest way is via plus icon at the top of the header > Create project.

How to create new project in Freelo.
How to create new project in Freelo.

Another way is when you go to the section Projects > All projects > green button Add project.

Last option is via keyboard shortcut ALT + Shift + P. Immediately appears a form to create a new project.

In the form you have to enter 4 items:

  • Project name (can be edited later)
  • Choose row or column display (kanban board) (can be edited later)
  • Project currency (cannot be edited later)
  • Project captain = owner (can be changed later)
Form when creating a new project.
Form when creating a new project.

All invited users to the new project have the display (rows/columns) according to you. You can change it in the Projects settings.

Do you prefer kanban boards? Check the help that shows how to change the display for your already existing project.

How to rename a project

Just click the project name and appears to the editing form. Type a new name and click Save.

Project name can change the captain and Admin only.

How to change project name.
How to change project name.

Project deadline

For each project, you can set up the deadline. Freelo alerts the captain 14 days before the scheduled deadline of the project by e-mail.

Set up the due via Due date under the project name.

How to set project due date.
How to set project due date.

Project due date is visible in the Calendar in the left column.

Example of project deadlines in the Calendar.
Example of project deadlines in the Calendar.

Create project as Project manager

If someone has appointed you the Project manager, typically your boss or someone who pays the Freelo plan, you always see the option to select project captain.

As Project manager you should select your boss or someone who pays a plan. The project will be within captains project limit. Otherwise, the project is yours and you cannot invite more than 2 users.

How to create a project as Project manager.
How to create a project as Project manager.

You can choose whether you want to create the project under your own account or under the boss who has appointed you the Project manager.

Updated on 17.9.2021

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