Creating a project

Creating a project starts with a short wizard: give it a name, an optional description, and choose a workspace (if you don't, it lands in your default workspace). From there, you choose how much help you want setting it up.

Start from a template

Templates shape a new project for the kind of work you're doing. Each one sets up the board columns, starter labels, starter documents, and automations that suit that workflow:

Template	Set up for
Software Development	Agile delivery — Backlog · In Progress · Review · Done
Marketing Campaign	Campaign work — Ideas · In Progress · Review · Launched
Design Project	Creative work — Backlog · Design · Review · Approved
Product Launch	Go-to-market — Planning · Preparation · Launch · Post-Launch
General	A simple Kanban — To Do · In Progress · Done

The template only sets your starting point — you can change columns, labels, and everything else later in settings.

Let the Associate set it up

Instead of an empty board, you can have the Associate build the project's starting point for you. Give it a brief and it generates a starter task list (with subtasks, priorities, and effort), proposes a timeline with phases, flags risks, and prepares the documentation and communications hubs — all with live progress as it works.

Or start blank

Prefer to build it yourself? Skip the AI step and you'll get a clean project with your chosen template's board. You can optionally include a welcome task to help your team get oriented.

Next

• Projects overview
• Project settings
• Members & roles