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Create your first project

New to awork? Welcome aboard! 🙌 In this article, you'll learn step by step how to create a new project with tasks.

Lucas Bauche avatar
Written by Lucas Bauche
Updated over 2 weeks ago

Overview

Projects are where work lives in awork. In a project, you organize tasks, collaborate with your team, track time, and keep relevant files and progress in one place.

Every project has a status (e.g., planned, running, completed), which controls whether its tasks appear in areas like My tasks and whether the project is suggested for time tracking.

You can view all planned, running, and completed projects in the Projects overview, including responsible users, progress, and more.


How do I create my first project?

Create a project in just a few steps:

  1. Click the purple Action button in the top-right corner of the app header.

  2. Select New Project.

  3. Enter a project name (and optionally a description).

  4. Add more information using Add Details (or use slash commands shown at the bottom of the screen).

  5. Click Next (or press Enter) to open the template selection.

  6. Choose a template (or start without one). Your project will be created and you’ll be redirected automatically.

After creation, you’ll find your project in the Projects overview and (depending on your filters) on your Dashboard.


Set the right project status

Every project always has a status. The status belongs to one of four fixed categories:

  • Not started (blue)

  • In progress (yellow)

  • Done (green)

  • Cancelled (red)

Your workspace can customize the exact status names and the order they appear in, but these four categories remain the same.

Important: awork considers projects with an In progress status as “running”. This affects daily work in two key places:

  • Only tasks from running projects appear in My tasks.

  • Only running projects are suggested for time tracking.

If you want to start working right away, set your project status to In progress.


Optional: Assign a client

You can assign an existing client to your project (or create a new one) during project creation. This helps you group projects and quickly distinguish similar work.

Tip: A consistent client structure makes your project overview easier to scan—especially when you use client logos.


Invite your team to the project

To collaborate, add teammates to your project:

  • If teammates already exist in your workspace, add them via the project’s Details (or directly during project creation).

  • If you’re still alone in awork, invite users first via Users in the main menu, then assign them to the project.


Create and organize tasks

Tasks are the core of every project. In the Tasks tab, you can choose the view that fits your workflow:

  • List view: Ideal for creating tasks quickly and building an initial structure.

  • Board view: Great for agile workflows; each column typically represents a status.

  • Timeline view: Best for time-based planning, dependencies, and milestones.

Open any task to add due dates, assignees, subtasks, briefings, files, comments, and more.

Learn more about tasks in projects.


What else can you do in a project?

Upload and share files

In the Files tab, you can upload files, link documents from OneDrive or Google Drive, and view all files attached to tasks in the project. You can also group files by type or by task.

Learn more about files in projects.

Make project progress visible

You can track progress in different ways:

  1. Set a time budget and record time on the project and its tasks.

  2. Measure progress based on completed tasks vs. all tasks.

Learn more about budgets & progress.

Create tasks from emails

In the Settings tab of your project, you’ll find a project-specific email address. Send an email to this address and awork will automatically create a task in that project.

Learn more about creating tasks from emails.

Automate project workflows

In the Settings tab of your project, you can create automations to trigger actions automatically.

Example: When a new task is created, assign the project responsible as the task assignee.

Learn more about automations.


Tips & Limitations

Tips for getting started

  • Set the project status to In progress if you want tasks to appear in My tasks and for time tracking suggestions.

  • Use templates to avoid starting from scratch—especially for recurring project types.

  • Add teammates early so task ownership, notifications, and collaboration work as expected.

  • Choose the task view that matches your workflow: List (structure), Board (agile), Timeline (planning).

Common pitfalls

  • If you can’t find tasks in My tasks, check whether the project status is actually In progress.

  • If you can’t add someone to a project, they may need to be invited to the workspace first via Users.


Frequently Asked Questions (FAQ)

Why don’t tasks from my new project show up in “My tasks”?

Tasks only appear in My tasks if the project is considered “running” (status category In progress). Set your project status to In progress and make sure tasks are assigned to you.

Can I change the project name, description, or details later?

Yes. All project details you enter during creation (name, description, and additional details) can be edited later in the project.

Do I have to assign a client to a project?

No. Assigning a client is optional. It’s helpful if you want to group and filter projects by client or improve the visual structure of your project overview.

How do I add people to my project?

If the user already exists in your workspace, add them via the project’s Details or during project creation. If they don’t exist yet, invite them first via Users in the main menu and then assign them to the project.

Can I create tasks automatically from emails?

Yes. Each project has a project-specific email address in its Settings. Emails sent to that address automatically create a new task in the same project.

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