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Create a project

Set up a project with an owner, status, priority and dates, so the team has one place to plan and track the work.

Before you start: You need permission to create projects. A new project gets its stages from the template you pick, or the standard Backlog, To Do, In Progress, Review and Done; you can change them later.

1Open All Projects

In the left menu open PMS → Projects. Your active projects show as cards with their status, progress and due date. Choose New project at the top right.

Scalar360 screen: Open All Projects — Numbered outlines show what to click, in order.

2Name the project and pick an owner

Enter the Project name — it's the only required field. Choose the Owner who is responsible for the project; if you leave it, the owner is you.

Scalar360 screen: Name the project and pick an owner — Numbered outlines show what to click, in order.

3Set the status, priority and dates

Choose a Status — Planning, Active, On Hold or Completed — and a Priority from Low to Urgent. Add a Start date and Due date; the due date can't be before the start date.

Scalar360 screen: Set the status, priority and dates — Numbered outlines show what to click, in order.

4Pick a colour and describe the work

Choose a Colour to tell the project apart in lists, and add a short Description of what the project should achieve.

Scalar360 screen: Pick a colour and describe the work — Numbered outlines show what to click, in order.

5Create the project

Choose Create project. Scalar360 gives it the next project code, such as PRJ-0005, and opens it so you can start adding tasks.

Scalar360 screen: Create the project — Numbered outlines show what to click, in order.

Add a task, assign it and set a due dateBreak the project into tasks, each with a stage, priority, dates and the people doing the work.Work on the board and listMove tasks through the stages on the board, switch to a sortable list, filter the work and shape the stages to fit how your team works.Log time and invoice a projectRecord the hours spent on each task, link the project to a customer and turn unbilled time into an invoice.

Still stuck? Contact our support team — or start a free trial to try this in your own company.