1. Open the Create Project screen
- Log in and switch to the account that will own the work.
- Click Projects › New in the side-bar, or hit the ＋ New Project tile on the dashboard.
- You land on the Project Settings page in Create mode – the header says Create new project. If the header shows Edit project you accidentally opened an existing one – cancel and retry.
2. Fill in General Settings
FieldWhat it meansRulesProject name | Appears in boards, lists and notifications. | Required, max 64 chars.
Project key | A shorthand prefix for every task ID (e.g. MKT-24). | All caps letters, max 15 chars, immutable once saved.
Both inputs validate live; red helper text tells you what to fix.
3. Design Your Status Columns
Each Status equals a board column.
Defaults
Fresh projects start with three columns:
- To Do – open
- In Progress – open
- Done – closed (completed tasks)
Add or remove
- Press Add Status to append a column named New Status (rename ≤ 32 chars).
- Trash a column with the red delete button (at least one column must stay).
Re-order
Drag the drag_indicator icon to reorder; the numeric order updates automatically when you save.
Closed vs open
Tick Treat as closed for columns like Archived or Deployed. Closed statuses drive burn-down metrics and hide tasks from active lists.
4. Create the Project
Click Create (bottom-right). If validation passes you are redirected to /board/:key, your interactive Kanban board. Errors? Correct the highlighted fields and retry.
5. Manage Project Members (optional after first save)
A new Project Members accordion appears once the project exists.
- The component merges Account users with current Project users so you can see everyone at a glance.
- Click the pencil icon to edit roles for a user. Choices correspond to constants in the code:
- Leader (ROLE_LEADER) – full control (settings, tasks, members)
- Editor (ROLE_EDITOR) – add & update tasks
- Viewer (ROLE_VIEWER) – read-only
- Validation ensures a user keeps at least one role and prevents removing the last Leader.
- Remove someone via the bin icon (confirmation dialog). Leaders/Admins at the Account level override any project role.
6. Editing & Deleting
- Re-open Project Settings from any board to edit name, statuses or members. The key field is locked.
- Hit Delete project (danger zone) to erase the project and every task/status inside – permanent action restricted to Leaders, Account Admins and Owners.
7. Next Steps
Your project is now live!
- Start adding cards with ＋ New Task in the desired column.
- Drag tasks across statuses as work progresses; the onDragEnd handler keeps everything ordered.
- Use filters, swim-lanes and deadline chips on the board toolbar to stay focused.
Happy planning and welcome to a more organised workflow 🚀