Projects & Clients

As a manager you can create and edit projects, manage clients, and assign team members to projects with roles (e.g. member, lead). Projects have dates and status so you can track delivery and capacity.

Creating and Editing Projects

Projects represent work initiatives (e.g. a product launch, internal tool, or client engagement). You can create them and keep them up to date.

How to create a project

1. Go to Manager → Projects (or Projects & Clients).
2. Click Create project (or equivalent).
3. Fill in:
   • Name — Short title for the project
   • Client — Select an existing client or create one (see below)
   • Description — Optional summary or scope
   • Start and end dates — Planned timeline
   • Status — e.g. Planning, Active, On hold, Completed
4. Save. The project appears in the list; you can then add members.

Editing a project

1. Open the project from the list.
2. Click Edit (or the edit action).
3. Update name, client, dates, status, or description and save.

Tip: Set realistic end dates and keep status current so your team’s project list reflects reality and capacity planning stays accurate.

Managing Clients

Clients are organizations or internal stakeholders you associate with projects (e.g. “Acme Corp,” “Marketing”).

Create a client

1. From Projects (or when creating/editing a project), choose Add client or Create client.
2. Enter name and optionally description or contact info (if the form supports it).
3. Save. The client is available when creating or editing projects.

Edit a client

1. Open Projects → Clients (or the client list in your tenant).
2. Select the client and click Edit.
3. Update details and save.

You can reuse the same client across multiple projects.

Assigning Team Members to Projects

Once a project exists, you add team members and give them a role (e.g. member, lead).

How to assign members

1. Open the project.
2. Go to the Members or Team section.
3. Click Add member (or Assign).
4. Select a person — Usually from your reports or your org (depending on permissions).
5. Choose a role — e.g. Member (contributor) or Lead (project lead for that initiative).
6. Optionally set start/end dates for their involvement.
7. Save. The person appears on the project and can see it in their own Projects area.

You can remove or change roles later by editing the project membership.

Project Roles

Role	Typical meaning
Member	Contributor; works on the project
Lead	Leads the project or a workstream; may be used for accountability and visibility

Your tenant may define additional roles (e.g. “Observer”). Use the role to clarify who is responsible and who is contributing.

Project Dates and Status

• Start / end dates — Define the project timeline. Use them for reporting and to see who is on what during which period.
• Status — e.g. Planning, Active, On hold, Completed. Keeps the list meaningful and helps with capacity and prioritization.

Update status when a project starts, is paused, or finishes so dashboards and reports stay accurate.

Tip: Review project list and status in a team meeting so everyone agrees on what’s active and what’s done.