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Your first project.

Create a project for a client or for your studio, fill in its brief, dates and value, and add the first tasks.

Who can do thisOwnerAdminTeam ManagerDedicated ExpertUpdated 2026-10-07

A project groups related tasks under one engagement, with its own scope, dates, files and money. You don’t have to use projects (tasks can live straight on a client’s board), but most studios find them the natural way to organize a job.

Video walkthrough coming soonWalkthrough: your first project

Create the project

  1. Open Projects in the dock and choose New project. You can also press ⌘K and pick New project.
  2. Choose who it’s for: Client (then pick the client) or Internal for your studio’s own work. With no clients yet, you’ll see two tiles: Add your first client and Start an internal project.
  3. Give it a Name.
  4. Add an Objective (optional) (one line on what success looks like) and a Description (optional) with scope and context.
  5. Set a Start date (optional) and Due date (optional).
  6. For client work, add the Project value (optional) (the full project price, which powers percentage invoicing later) and the SOW number (optional) (the client’s own SOW or PO number, printed on every invoice).
  7. Pick a color, a Type (Client work or Pro bono), and how to Start as: Draft or Active.
  8. Optionally name who runs the project (the Dedicated Expert slot) and who manages the team on it (the Team Manager slot).
  9. Choose Create project.

Project types

TypeMeaning
Client workBillable. Counts in every money total.
Pro bonoGiven away. The value is optional and it is never invoiced.
InternalYour own work. Kept out of client money. Internal projects get this type automatically.

Add tasks

  1. Open the project and choose New task.
  2. Optionally pick a template in Start from template (optional). The brief, deliverables and checklist come along too.
  3. Give the task a Title.
  4. Check the Type code (2 to 4 letters, such as VID or GFX). It becomes the middle part of the task ID.
  5. Set the Priority, add Tags, and an optional Deadline (optional).
  6. Choose Create task.

Each task gets an automatic ID built from your workspace prefix, the type code and a number, such as MF-VID-0001. A new task starts as a draft in the client’s queue (or on your internal board). Read more in Tasks and task IDs and Task statuses.

Inside the project

A project page has tabs. Some appear only once there is something to show, or only for people who can see money.

TabWhat’s there
OverviewThe brief, objective and key facts.
TasksEvery task in the project, with a count.
TimelineThe project’s tasks and deadlines on a timeline. Appears once tasks have dates.
CalendarThe same dates on a month calendar.
MoneyProject value, SOW, change orders and invoices, for roles that see client money. See Project value and SOW.
FilesFiles attached to the project, such as the SOW or brand guidelines.

Moving the project along

The main button on a project moves it to its next stage: Activate a draft, Mark complete an active project, Resume one that is on hold, and Archive a completed one. See Projects for every status and action.

What happens next

  1. Assign tasks to your team. Production crew see them in My work.
  2. Track progress on the board.
  3. When work is ready, hand it off and send it to the client for review.
  4. Record the client’s approval and invoice the work.