Project Startup Guide

Plan, organize and manage your projects efficiently, and work collaboratively

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

1. Create your blank project

The first step in organizing your team's work is to introduce your new project to Holded:

  1. Go to Projects , and click "New Project"

  2. Select "Blank Project" as template

    💡 The "Blank Project" option has all the options and features

  3. Click "Next" to confirm the template selection

  4. Fill in the basic information (name, privacy)

  5. Click " Show advanced options ", if you need it (you can inform these fields later, from Configuration > Billing options)

  6. Click "Create"

2. Set the general options

Before entering any tasks, you will need to specify some general options , such as the start and end date, as well as the contact associated with the project.

  1. Go to Projects , and click on the project you just created

  2. Click on "Settings", and choose the "General" option

  3. Enter the Start Date and End Date of the project

  4. In "Assign project to a contact" choose the contact you want to associate

  5. Click "Save"

3. Set up billing and cost options

In addition to the basic configuration, you will need to detail the billing and budget preferences of your project:

  1. Go to Projects , and click on the project you just created

  2. Click on "Settings", and choose the "Billing" option

  3. Use the selectors to activate the "Billing" and "Cost forecast" options

  4. Under Hourly Rates, use the dropdown menu to choose the hourly rate method used to calculate the billable amount for your project

  5. Under Budget, choose the method for calculating costs using the dropdown menu

  6. Hit "Save"

4. Add lists to your test project

Lists will allow you to classify the tasks you create next. In addition, you can adapt them to your needs, both by areas, phases or states of the project.

  1. Go to Projects , and click on the project you just created

  2. Click on the "Board" tab, and access the List view, top right

  3. Click "+ Add List", enter a name, and press "Add List" to confirm

  4. Repeat the process to create any additional litas you need

📚 For more information on creating lists in your projects, see this article

5. Create a task in each of the lists

Tasks are essential, since they represent each of the actions to complete in order to achieve the final goal of the project. Follow these steps to create a task:

  1. Go to the "Board" tab of the project you created

  2. Click "+ Add Task" in the desired list

  3. Enter a name for the task, and press "Enter" on your keyboard to confirm the creation

  4. Repeat the process as many times as you need

📚 Check out this article to learn more about adding tasks to your projects

6. Set start and end dates for your tasks

As you can see, adding tasks to your lists is a quick procedure. From Holded, you can also specify more details about each of them. In this case, you will learn how to include the start and end date:

  1. Enter the task you created in the first list

  2. Click on the "Start date" and "Due date" options that you will find on the right side, so that these new fields are enabled

  3. Use the calendar in these fields to select the corresponding dates

  4. Repeat the same process for the rest of the tasks

📚 Learn more here about other actions available for your tasks

7. Modify the statuses of your tasks

There are a large number of additional actions you can perform with your tasks. One of the most common will be to change its status as you progress:

  1. Click the task in the first list you created

  2. In the popup panel, click "Status"

  3. Select "To Do" status

  4. Repeat these steps to move a second task to "In Progress" status

  5. Finally, change the third task to "Done"

📚 Learn more here about other actions available for your tasks

8. Explore the views available in your project

Views allow you to choose how you want to display the tasks you add to your project:

  1. From the project you have prepared, go to the "Board" tab

  2. Go to the top right, right next to the filters

  3. Choose one of the available display options (Basic, List, Gantt Chart, Sheets, and By End Date):

Change the view format whenever you need to without losing any information. Choose the view that best suits the way you work.

📚 Learn more here about the project views available in Holded

9. Access the list of projects

The Project List allows you to quickly check and filter all the projects you have created in Holded. Also, at a single glance, you will be able to know the essential details such as the start and end dates, the type of project, the members involved, etc.

  1. Go to Projects , in the navigation bar

  2. Verify that the project you created appears in the list

  3. Click the two column icon on the top right

  4. Choose the columns you want to be displayed in the list

In the future, when the list is longer, you can use the available filters to find specific projects more quickly.

10. Check project reports

Through these reports you can analyze the new projects that have been generated during a certain period of time, as well as their profitability.

Even if you're just getting started and there isn't enough data to fill your reports yet, it's a good idea to know how to access it for when you need it in the future:

  1. Under Productivity, select "Projects"

  2. Check the available reports: New Projects and Profitability by Project

📚 Learn more here about project reports

11. Check the task reports

These reports will allow you to check how many tasks have been generated, as well as their types and statuses. This will give you a better understanding of the workload and how it is distributed over time:

  1. Under Productivity, select "Tasks"

  2. Check the available reports: New Tasks and Solved Tasks , Tasks by Status , and Tasks by Type

📚 Learn more here about task reports

💡 After experimenting and learning with your test project, we recommend that you remove it so it doesn't affect the actual view of your projects in Holded. As? From the project, click Settings > General > Three-dot menu (⋮) > Delete

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