Create a project
1
Choose where to create
You can create projects from:
- The Projects page → click + New project
- A client or prospect record → click Add project in the Projects tab
2
Select a template
Choose the project template that matches your workflow (e.g., “Client Onboarding”, “Financial Plan”, “Estate Planning”).
3
Select the household
If you started from the Projects page, select the client or prospect this project is for. If you started from a household record, it’s pre-selected.
4
Name the project (optional)
The project name auto-generates from the household and template names. You can customize it if needed.
5
Assign an owner (optional)
Assign a team member who will be responsible for this project.
6
Create the project
Click Create to start the project.
Required information
To create a project, you need:- Template — Which project type to use
- Household — The client or prospect this project is for
What happens after creation
When you create a project:- First milestone activates — The project starts at the template’s first phase
- Tasks are auto-created — Task templates for the first milestone become real tasks
- Deadlines are calculated — Task due dates are set based on template offset days
- Progress tracking begins — You can see completion percentage as tasks are completed
Create from a client record
The fastest way to create a project is directly from the client record:1
Open the client record
Navigate to the client or prospect detail page.
2
Go to Projects tab
Click Projects in the record navigation.
3
Add project
Click Add project and select a template.
4
Confirm
The household is pre-selected. Click Create.
Create from the Projects page
To see all projects in one place before creating:1
Open Projects
Click Projects in the sidebar.
2
View the Kanban
See all active projects organized by milestone.
3
Create new
Click + New project in the top-right corner.
4
Select template and household
Choose the template and which household this project is for.
Assign a project owner
Project owners are responsible for driving the project forward:1
During creation
Select an owner when creating the project.
2
After creation
Open the project and click the Assigned to field to change the owner.
Understand task auto-creation
When a project is created or advances to a new milestone, tasks are automatically generated:| 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 if configured |
| Tags | Applied to the task |
Skip initial task creation
In some cases, you may want to create a project without auto-generating tasks (e.g., for testing or when you’ll add tasks manually): This is an advanced option available through the API. For normal use, let tasks be auto-created—that’s the point of using templates.Project limitations
Keep these constraints in mind:- A project must link to exactly one household
- The household cannot be changed after the project is created
- Projects can only use templates from your organization
- You cannot create a project without selecting a template