Creating & Setting Up Projects

Using the Templates Library Templates in PMS are reusable pieces of content, not a "start a new project from scratch" wizard, but a shared library you can save things to and pull from later, scoped by who's allowed to see them. How template visibility works: Private, only visible to the person who created it. Project Team, visible to everyone assigned to a specific project. Department Team, visible to everyone in the same department. Organization, visible to everyone in your organization. Good to know: Templates... Setting Project Visibility By default, a project is visible to whoever is directly assigned to it (or part of an assigned team), plus its creator and any Admins/Managers. Visibility settings let an Admin or Manager extend view access to specific additional people, without making them a working member of the project. To grant or change visibility (Admin/Manager only): To grant or change visibility (Admin/Manager only): Open the project and click Manage Members to open the member management panel. Under Assigned Members (Full Access),... How to Create a New Project Every piece of work in PMS lives inside a project. Setting one up correctly at the start makes it much easier to organize tasks, files, and your team later. To create a new project: From the sidebar, go to Projects, then click New Project. Enter a project Name (required; this is the name shown everywhere the project appears) and, optionally, a description (the fuller context of what this project covers). Fill in any details you have: client name (who this... Adding Milestones to a Project Milestones mark the major checkpoints in a project, useful for tracking progress at a glance without digging into every individual task. To add a milestone: Open the project you want to add a milestone to, and then click Edit project. Go to the Milestones section. Click Add Milestone. Give it a title (the checkpoint's name, e.g., "Design Approved") and a due date (when it should be hit). Save the milestone; it starts in "planned" status. Good to know: Only Admins...