A project is the umbrella of an engagement —a website redesign, a campaign launch— and the concrete tasks live inside it. Standalone tasks still work without a project; the project is for when the work has stages and an end.
How do I create a project?
- Go to Management > Projects.
- In the Projects tab, click New project.
- Give it a name and fill in what you need: Owner, Team, Account, start and due dates, and the project Type.
The Type determines the statuses, phases and fields the project will have. To configure them, see Project types: statuses, phases and custom fields.
How do I see the list of projects?
The Projects tab lists all your projects. Filter between Active, Archived or All, search them by name and mark your favorites with the star. Each row shows the status, the owner and how many tasks the project has.
Inside the project: views, fields and tasks
When you open a project you see its work pieces (the engagement's items) and you organize them your way:
- Table — the items in rows and columns (status, assignees, dates), like a spreadsheet. Ideal for comparing progress.
- Board — the items as cards in columns by status, kanban style. Ideal for seeing the flow at a glance.
Save different views with New view, narrow down with Filters and Sort, and add your own columns —priority, budget, a link— to adapt the project to your operation.
Tasks inside the project
Each project item can have its own Tasks: they're real tasks from the Tasks module, with an assignee, a date and subtasks. The project's progress reflects how they're going.
This way the project gives you the top-down view (the full engagement) and the tasks give you the day-to-day work, without duplicating anything. To understand when a project is better and when a standalone task is, see Projects and Tasks: when to use each.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.