Creating a Project - Manager Toolkit Help

Projects represent real-world efforts such as building a piece of technology, introducing a new process, or delivering a team initiative. This guide covers how to create one.

Creating a New Project

Navigate to the Projects page and click New Project.

Enter a clear title that describes the initiative. This is the only required field.

Select the team this project belongs to. If a specific person is leading the work, select a leader from the team members list.

Write a goal that describes what success looks like. This helps you track progress and gives AI context for generating suggestions.

Add a description with any additional context, scope, or background information.

Set a status (defaults to Idea) and optionally set a due date.

AI Goal Generation (Pro)

If you have a Pro subscription, you can generate a goal and description automatically. Enter a title and select a team, then click Generate with AI. The AI will produce a clear goal and detailed description based on the project title and team context.

You can edit the generated text freely after it appears. If the suggestion does not fit, simply replace it with your own wording.

Setting a Due Date

Due dates are optional but recommended for projects with a clear deadline. When set, a calendar event is created on the due date so it appears alongside your other scheduled items. Overdue projects are highlighted on the dashboard.

Keep project titles concise and specific. "Migrate CI/CD to GitHub Actions" is better than "Infrastructure improvements". A specific title helps AI generate more relevant goals and makes the project easier to find in search.

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