Creating Projects

How to add a new project?

Managing projects in Agiled is very easy and Project management in Agiled is very comprehensive.

To create a new project go to Projects and click on New Project.

You will see the following screen after you click on New Project. 

Creating Project from Template

You can create project from pre saved templates.

  1. To create project from template, click “Template” on the Create Project Screen.
  2. After you click the template you will be shown the list of saved templates.
  3. Select which ever template suites your needs.
  4. Template Settings etc will be automatically loaded.
  5. You can edit the template settings as you like.
  6. After you have edited the settings, click Save.

Creating Project from Scratch

To create a new project from scratch follow the steps given below.

  1.  Enter the project Name
  2. Choose or create new project category.
  3. Select Client for the project (This is optional)
  4. Choose if client can see the tasks in their dashboard or not.
  5.  Choose if you want to turn manual logging on for this project.
  6. Self-Assign Project if you want to work on the project yourself.
  7.  Enter Project Start Date.
  8. Enter Project completion deadline.
  9. If the project is ongoing and has no deadline choose no deadline.
  10. Add Detailed Project Summary
  11.  Add Notes for the project.
  12. In the budget info add the allocated budget for the project.
  13. Choose currency you want to charge in and enter total hours allocated for this project.
  14. From Project Status, choose if the project is on hold, started, paused, in progress or completed.
  15. If you want to upload any files for the project upload them here/
  16. Click save
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