Skip to content
AllTask
Projectshow toFor admin · manager · Updated 2026-09-16

Creating a Project

Set up a project in AllTask, attach its client and team, and start planning the work.

projectscreateaddnew projectclient project

A project carries the client, project team, dates, milestone and billing context. Tasks, files and discussions then attach to it.

  1. 1Create a project

    1. 1.Open Projects from the main menu.
    2. 2.Select Add Project (top-right of the screen).
    3. 3.Select the client and enter a project name.
    4. 4.Add the project dates, the team members involved, and any milestone.
    5. 5.Save the project.
    Result: The project appears in your project list with its client and members attached.

  2. 2Add work and documents

    1. 1.Open the project.
    2. 2.Add tasks and assign them to team members.
    3. 3.Upload files under the Files tab.
    4. 4.Attach estimates or invoices to the project as billing progresses.
    Tip: Keep files in the project so everyone shares the same reference.

Related articles