Setting up Projects in Hubstaff Tasks

Projects in Hubstaff Tasks are where you organize the different tasks you and/or your team members will work on. Projects can encompass anything you want, such as “Development” or “Sales”, or they can be specific to clients or team members. When you have at least one project created, you’ll be able to start adding tasks to it.

Creating a Project

Step 1

Click “New project” to create a new project (you’ll organize lists and tasks under each project, and can create as many as you need).

add-new-project

Step 2

You’ll be able to choose a template to help you quickly create a project (there is also a “Blank” option if you wish to not use any template). Click “View Details” to see more about the template and select it.

Step 3

You can learn more about the template, and if you want to proceed with it, click “Choose template”.

Step 4

Enter a name for the project and click “Create”.

Project Lists

Lists are groups of tasks. You can add as many lists as you need and move them by dragging them from one position to another. After creating a project, you’ll see some lists already created (if you selected a template).

Step 1

You can click the “Add a task” to quickly create a task, or press the + button to create a task and place it at the top of the list (this is useful when you already have many tasks created).

Step 2

You can also create a new list by clicking the “New list” option.

Step 3

You’ll be able to enter the name of your new list and click the “Save” button.

When you have lists, you can start adding tasks to them. You can assign different members to tasks to assign them or set them as followers.

Learn more about adding tasks here >>

Project Settings

You can access your project settings in the top right corner of your project.

project-settings-menu

 

  • The “Settings” option will let you change the name of the project, change its parent folder, archive it, or delete it.
  • The “Manage members” option will allow you to invite new team members or change permissions of existing team members so they can view or collaborate on the project.
  • The “Archive project” option will allow you to get the project out of the way by archiving it (it’s essentially soft deleting it – you can unarchive the project at any time if you need to).

 

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