How to Add New Projects and Tasks in Worksuite


Tasks and Projects help you organize and assign work to your external talent. Once you create a project, tasks can be added and assigned to your talent. You can even track milestones and create invoices within the task!


First, you need to create a new project that will contain all the related tasks. Then you are ready to add tasks, either manually or through automation. 


Let's use the example of a simple website design project and associated tasks:

Project name: Website Design

Associated tasks could include:
- Content determination
- Design & build (this could include milestones of providing a few samples to choose from, draft site build, final design sign-off, final build, etc.)
- SEO review


TABLE OF CONTENTS


How to create a project



Step 1: Navigate to the tasks & projects tab

  • This can be found in your sidebar menu


Step 2: Select the option to create a new project

  • This is a blue button in the upper right corner of your browser window. 


Step 3: Add content

  • Project name
  • Project description (optional)
  • Start/End date (optional)
  • Budget (optional)



You can use the project timeline and budget to accurately track the overall progress of the collection of associated tasks.


Your project will be saved as a Draft until tasks are added.



How to create a task



The steps below reflect manual creation of tasks. Tasks can be automatically created by using opportunity workflows. To learn more on how that is done, click this link on Auto-generation of Task from Opportunities (Job Openings)



Step 1: Select the option to add a task

  • This is a button found within the desired project
  • It is located in the upper right corner of your browser window


Step 2: Add content

  • Task name
  • Task managers (these are individuals within your internal team)
  • Task description
  • Start/End date
  • Assigned talent (once you start typing a name or email, matching options will appear)
  • Fee information
  • Milestone information (more on this optional feature below)
  • Necessary skills
  • Custom field information


While much of the content is optional, a more complete task will provide your talent with the information they need to review the task and accept the assignment.


  • The task will be saved in the Draft state until you set it to Live



Step 3: Add milestones: More information on using Milestones & Deliverables in Tasks

  • Milestone name
  • Milestone description (optional)
  • Milestone deliverables (optional)
  • Milestone managers (optional)
  • Milestone fee (optional)


Support/Resources


Have questions about adding new projects & tasks?


Click the Support button in the bottom left to contact our amazing Support team or reach out to support@worksuite.com