Create New Project

Create a New Project in growlio

Summary: Learn how to create and set up new projects in growlio to organize your work, track budgets, and manage team collaboration.

Overview

Projects in growlio are the foundation for organizing your work. They help you group related tasks, track budgets, assign team members, and monitor progress from start to finish. Whether you're managing a client website redesign or an internal initiative, creating a well-structured project sets you up for success.

This guide walks you through creating your first project and setting up all the essential details to get your team moving forward.

Prerequisites

• An active growlio account with an organization set up
• Appropriate permissions to create projects (Owner or Admin role)
• At least one client added to your organization (optional but recommended)

How to Create a New Project

Step 1: Navigate to the Projects Section

Click on "Projects" in the main navigation sidebar. This will take you to the projects overview page where you can see all your existing projects.

Step 2: Click the Add New Button

In the top-right corner of the Projects page, click the blue "Add New" button. This will open the Create Project modal where you'll enter all your project details.

Step 3: Enter the Project Name

In the modal that appears, enter a clear, descriptive name for your project in the "Project Name" field. Choose a name that your team will immediately recognize, such as "Website Redesign for Acme Corp" or "Q1 Marketing Campaign."

Tip: Use consistent naming conventions across your projects to make them easier to find and manage.

Step 4: Add a Project Description

Fill in the "Description" field with details about the project scope, objectives, and any important context your team needs. This description will be visible to all project members and helps everyone stay aligned on goals.

Step 5: Select a Client

Click the "Client" dropdown and select the client associated with this project. If you haven't added the client yet, you can create a new client directly from this modal by clicking "Add New Client."

Step 6: Set the Project Budget

Enter the total project budget in your organization's currency. This helps you track spending and monitor profitability as work progresses. You can leave this blank if budget tracking isn't needed for this project.

Step 7: Define Project Timeline

Set the start date and end date for your project using the date pickers. These dates help your team understand project timelines and identify potential deadline conflicts.

Step 8: Choose a Project Status

Select the initial status for your project from the dropdown menu. Options include:

• Planning: Project is in the planning phase
• In Progress: Active work is underway
• On Hold: Project is temporarily paused
• Completed: All project work is finished
• Cancelled: Project has been cancelled

Step 9: Set Project Priority

Choose a priority level (Low, Medium, High, or Critical) to help your team understand which projects need immediate attention. Priority affects how the project appears in filtered views and reports.

Step 10: Assign Team Members

Click "Add Team Members" to assign people to this project. Select team members from your organization and assign them specific roles (Project Manager, Member, or Observer). Team members will have access to all tasks and time entries within the project.

Tip: Assign a Project Manager to ensure someone owns overall project success and coordination.

Step 11: Review and Create

Review all the information you've entered to ensure everything is correct. When you're satisfied, click the "Create Project" button at the bottom of the modal. Your new project will be created and you'll be redirected to the project details page.

Tips & Best Practices

• Use clear, descriptive project names that include the client name and project type for easy identification
• Fill in all relevant details during creation to avoid confusion later
• Set realistic budgets and deadlines based on past project performance
• Assign team members immediately so they can start adding tasks and tracking time
• Use project priorities to help your team focus on what matters most
• Add a comprehensive description that includes project goals, deliverables, and success criteria
• Review your project settings after creation to ensure everything is configured correctly

Troubleshooting

Issue: I don't see the "Add New" button on the Projects page.

Solution: Check that you have the appropriate permissions to create projects. Only users with Owner or Admin roles can create projects. Contact your organization administrator if you need access.

Issue: The client I need isn't in the dropdown list.

Solution: You'll need to add the client first before creating the project. Click "Add New Client" in the modal or navigate to the Clients section to create the client, then return to create your project.

Issue: I can't assign certain team members to the project.

Solution: Ensure the team members you're trying to assign are active members of your organization. Inactive or removed team members won't appear in the assignment list. Check your organization settings to verify team member status.

Issue: The project was created but team members didn't receive notifications.

Solution: Check your organization's notification settings to ensure project assignment notifications are enabled. You can also manually notify team members by sharing the project link with them directly.

Issue: I accidentally created a project with the wrong information.

Solution: You can edit any project details after creation by opening the project and clicking the "Edit" button in the project header. All fields except the creation date can be modified.

Related Articles

• Manage Project Details and Settings
• Assign Team Members to Projects
• Update Project Status Workflow
• Create Tasks for Your Project
• Track Time on Project Work
• Monitor Project Budget and Spending