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Creating a new project

Create a new project in awork, fill in the details, optionally use a Project template.

Written by Lucas Bauche
Updated over a month ago

How to create a new project

You can start a new project in awork in several ways:

  • Main menu (+) by hovering over Projects and clicking the small blue + button next to it

  • Project overview via Main menu > Projects, then click the blue + Project button (top left)

  • Keyboard shortcut by pressing P

  • Click the purple action button in the top right corner of the header and select New Project

Step 1: Fill out the project details

Add the basics so your project is ready for real work:

  • Name to make it easy to find and recognize in overviews

  • Client for overview and grouping (and to use the client logo as the project image, unless you upload your own)

  • Project image for stronger recognition

  • Description to capture a short briefing

  • Time budget & Due date to manage progress via time tracking (a due date is always recommended)

  • Project members so teammates see the project under their projects and get the right access via a rights role

  • Team affiliation to make the project visible to selected teams (only shown if teams are configured)

  • Project type for categorization (optional and only visible if project types are configured)

Note: You can edit all of these details after the project is created.

Step 2: Choose a Project template (optional)

Templates are optional and only appear if you already have templates in your workspace. If you want an empty project with default settings, skip this step.

If you select a template, awork copies the template settings and tasks into your new project. You can then adjust everything in the project without changing the original template.

Learn more about Project templates here.

Step 3: Create the project

After selecting a template (or skipping the template step), your project is created directly.


Best practices and troubleshooting

Activate Autopilot (optional)

The Autopilot supports you and your Project members to lead the project to success on time and within budget. Autopilot sends helpful emails when you reach certain budget thresholds and when due dates are coming up.

Learn more about Autopilot for projects here.

If teams are enabled, pick at least one team

Important: If teams are activated in your awork workspace and you belong to a team, you must select at least one team when creating the project. Otherwise, the project won’t be visible to you and your team. This depends on your rights configuration.

If you can’t create a project

If the create-project button is missing or hidden, you don’t have sufficient rights. Contact your internal awork administrator or team leader.


FAQs

Where can I create a new project?

You can create a project by hovering over Projects in the left main menu and clicking the blue +, from Main menu > Projects via + project, with the P shortcut, or using the colorful action button next to your profile picture and notifications.

Do I have to choose a Project template?

No. Templates are optional and are only suggested if templates exist in your workspace. You can skip the step to create an empty project with default settings.

Why do I need to select a team when creating a project?

If teams are activated in your workspace and you belong to a team, you must select at least one team. Otherwise, the project won’t be visible to you and your team. This depends on your rights configuration.

What does Autopilot for projects do?

Autopilot supports you and your Project members by sending helpful emails when you reach certain budget thresholds and when due dates are coming up.

Why can’t I create a project?

If the button to create a new project is missing or hidden, you don’t have sufficient rights. Contact your internal awork administrator or team leader.

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