Create a project

Create the project

1. Open Projects in the menu of Projects and click Add new.
2. In Details:
   • Project name: required.
   • Template: the project starts with the template’s task lists, open tasks, members and hourly rates. Choose Blank project (one task list) to start from scratch. See Use project templates.
   • Customer: the contact you do the work for. Leave it empty for an in-house project.
   • Description: what the project is about, if you want.
3. In People:
   • Leader: you, unless you choose someone else or No leader.
   • Members: the people who work on the project. The leader is always one of them.
4. In Planning: the Stage, the Category, the Start date and the End date. All are optional.
5. In Time and money: Track time on this project and the Currency. If you may see the money, also the Budget and the Hourly rates. See Billable time, hourly rates and budget.
6. Click Create project.

The project is created with its task lists. You are one of its members, even if you didn’t choose yourself.

Choose the members

Only members can be given tasks, follow tasks and log time on the project. You can choose the Business owner, any Member of the workspace and your current employees.

An employee who is a member sees the project in their own space. See What employees see in Projects.

When you take someone off the project later, their tasks stay assigned to them. If their timer was running on the project, Skileo stops it and saves the time.

Customer or in-house

The customer comes from your contacts. A project without a customer shows In-house in the list.

New time on a project with a customer is billable unless you say otherwise. See Billable time, hourly rates and budget.

Change a project

In the list, click the actions button (⋮) on the project’s line, then Edit. Change what you need and save. The template can’t be changed once the project exists.

Common questions