How to create a project?

Enter your TeamLab portal and click the Projects link at the center.

In case you have already logged in to the portal and been using it for some time click the Projects link at the top of the page.

[Back to the Top]

Switch to the Projects tab. Go to the Actions panel and click the Create new project link.

The Create new project page will open. Specify your project Title. Add a short Description. Select a Project manager from the corresponding drop-down list and check the box near this field if you wish to notify the progect manager by email.

If necessary, enter Tags separating them with commas. This will help categorize the project and facilitate the search for the other users.

To restrict access to the newly created project you need to save the project as private. In this case the project will be available only to the project manager and project members with corresponding rights. To do that, check the Yes, I understand it - Add the project as private box at the bottom of the page.

Note: if you have previously created a template for such projects you can make use of it selecting from the Create from Template drop-down list at the top. It allows you to considerably reduce the time you spend on entering data indicated above. To learn more about how to create a template refer to our Tips & Tricks section.

When everything is ready, click the Add This Project button and proceed to creating a project team.

Note: if you are a TeamLab administrator you will see the created project in the list of active projects on the Projects tab right away. TeamLab members will need to wait for the administrator to confirm the request.

[Back to the Top]

To start adding members to your project team, select your project from the All Projects list. The project home page will open.

For this moment there is only one member in the project team - the project manager. To add other people click the 1 member link below the project manager photo.

Click the Manage Team button. In the left part of the opened form check the users you wish to add to your team and click the rightwards arrow to move them from the Users list to the Team list.

To remove the user you added by mistake, select him/her in the Team list and click the leftwards arrow . The user will be removed from your project team list.

When all the users are added, check the Notify project team box and click the Save button. All your project team members will be displayed within the Team page.

Now you can set the access rights for your newly added members using the corresponding links near the team member name.

Note: this option is available for private project only. If you create a common project, all these links will be disabled.

That is all. The first step is done. You can proceed to scheduling your workflow.

[Back to the Top]