Projects in WorkOwl are the heart of your workspace—they organize all related tasks, files, and team activities under one clear structure. Whether you’re managing a client campaign, a software sprint, or an internal initiative, WorkOwl makes project setup and management effortless.
Think of a project as your mission control—everything you need, all in one place.
Step 1: Create a New Project
- From your sidebar, go to Projects → All Projects.
- Click the + New Project button in the top right corner.
- Fill in your project details:
- Project Name (e.g., “Website Redesign for Client A”)
- Client (optional)—link the project to an existing client profile.
- Start and End Dates—set your schedule.
- Priority—choose Low, Medium, or High.
- Description—briefly describe the project goals or scope.
- Click Create Project.
Your project is now live and ready for task creation!
Step 2: Organize Project Details
Once created, you’ll be redirected to your project dashboard, where you can customize settings and details:
- Overview Tab: See project summary, progress, and deadlines.
- Tasks Tab: View, add, or assign tasks and subtasks.
- Files Tab: Upload and manage documents or resources.
- Discussions Tab: Keep communication centralized with comments and mentions.
Each project acts like a digital workspace for your team—focused, organized, and easy to manage.
Step 3: Add Team Members to the Project
- Open your Project → Team Tab.
- Click Add Member.
- Select from existing workspace users or invite new teammates.
- Assign roles (e.g., project manager, collaborator, viewer).
Roles determine what each member can see or edit.
- Project managers can create tasks, assign users, and edit project details.
- Collaborators can work on assigned tasks and log time.
- Viewers can monitor progress but can’t make changes.
Right roles mean smoother workflows and fewer permission headaches.
Step 4: Add Tasks and Milestones
Projects come alive when you start adding work items.
- In your Tasks Tab, click + New Task.
- Assign it to a team member and add deadlines.
- Group related tasks into milestones for better progress tracking.
You can view and manage your tasks in List View, Board View (Kanban), or Timeline View (Gantt)—whichever fits your workflow best.
Milestones help teams focus on goals while tracking progress visually.
Step 5: Track Progress and Activity
Every project automatically generates progress updates based on task completion, time logs, and activity.
You can monitor:
- Overall completion percentage
- Active vs. completed tasks
- Time logged by each team member
- Recent comments or file uploads
Stay in the loop without chasing updates—everything’s auto-synced.
Step 6: Edit or Archive Projects
To update project details:
- Open your Project → Settings.
- Edit name, description, due dates, or client links anytime.
- Click Save Changes.
Once a project is completed, archive it to keep your workspace clean:
- Go to Project Settings → Archive Project.
- Archived projects remain accessible in Reports or History.
Archiving keeps your dashboard tidy while preserving data for reports.
✅ Quick Recap
✔️ Create new projects under Projects → New Project
✔️ Add members, assign roles, and link to clients
✔️ Organize with tasks, subtasks, and milestones
✔️ Track progress and time automatically
✔️ Edit, archive, or duplicate projects anytime
Need Help?
If you have questions or need setup guidance, reach out through the Support tab in your WorkOwl dashboard.
With WorkOwl, managing projects is no longer a chore—it’s clear, connected, and collaborative.