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Projects are created from a project type — a reusable template that defines the milestones and tasks for that kind of work. When you create a project, Slant starts it at the first milestone and creates the associated tasks automatically.

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Create a project

1

Open the creation form

Click + New project on the Projects page.
2

Enter a project name (optional)

Type a name for the project. If you select a client, the name defaults to the client name combined with the project type (for example, “Smith Family Annual review”).
3

Select a client

Choose a client or prospect from the Client dropdown. This field is optional — if left empty, you must provide a project name.
4

Choose a project type

Search and select a project type from the Project type dropdown. This determines the milestones, tasks, and form fields for the project.
5

Set the assignee

The Assigned to field defaults to you. Change it to assign the project to a different team member.
6

Fill in form fields (if applicable)

If the first milestone has form fields, they appear on the right side of the form. Complete any required fields before creating the project. These values can be used as variables in task templates.
7

Click Create project

The project is created at the first milestone, and tasks for that milestone are generated automatically.

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Create a project from a household page

On any client or prospect page, click Add project in the header. The client is pre-filled, and the rest of the form works the same as above.

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Create projects in bulk

When viewing a list of clients or prospects, you can create projects for multiple households at once. Select the households, then choose Add to project from the bulk actions menu. Select a project type and assignee — Slant creates a separate project for each selected household using the default naming convention.

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FAQ

The project is created without a household link. You must provide a project name instead. You can link a client later from the project detail page.
No. The project type is set when the project is created and cannot be changed afterward. You would need to delete the project and create a new one with a different type.
Yes. Tasks for the first milestone are created as soon as the project is created. Each task’s due date is calculated from the template’s deadline offset.

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Next steps

Managing projects

Track progress and complete milestones

Project types

Configure project templates and milestones