Create a project
- Click New project on the Projects page
- Enter a Project name (optional if a household is selected — the name auto-generates from the household and project type names)
- Select a Household (optional — the client or prospect this project is for)
- Choose a Project type from the dropdown
- Select an Assigned to user (defaults to you)
- Click Create project
Required information
| Field | Required | Notes |
|---|---|---|
| Project type | Yes | Determines the milestone and task structure |
| Project name | Conditional | Required if no household is selected |
| Household | No | Links the project to a client or prospect |
| Assigned to | Yes | Defaults to the current user |
What happens after creation
When you create a project:- First milestone activates — The project starts at the first milestone in the project type
- Tasks are auto-created — Task templates for the first milestone become real tasks
- Deadlines are calculated — Task due dates are set based on each task template’s offset days from today
- Progress tracking begins — Completion percentage updates as tasks are completed
Create from a household record
You can also create a project directly from a client or prospect record. The household is pre-selected, so you only need to choose the project type and assignee.Bulk-create projects
To start the same project type for multiple households at once:- Select multiple households from the client or prospect list
- Choose the bulk action to add to a project
- Select the Project type and Assigned to user
- Click Start projects
Assign a project owner
The Assigned to user is responsible for driving the project forward. You can change the assignee at any time from the project detail view.Task auto-creation
When a project is created or advances to a new milestone, tasks are automatically generated from the milestone’s task templates:| Task template setting | What happens |
|---|---|
| Title | Becomes the task title |
| Description | Becomes the task description |
| Deadline offset | Days added to today for the due date |
| Priority | Copied to the task |
| Assigned to | Pre-assigned team member, team, or custom field reference |
| Tags | Applied to the task |
| Email prompt | Attached to the task for AI email drafting |