How to add a new project
TL;DR: Create a new project from the Projects view by filling in the required fields, selecting a workflow template, reviewing task assignments and dependencies, and confirming the project.
Who can do this
Administrators and members with access to the selected client can add new projects.
Only the project owner can delete a project. All other members with access share the same permissions.
Add a new project
Navigate to the Projects view in the main menu.
Fill in the project details. Mandatory fields are marked with *.
Match member roles with specific team members if your workflow template uses user roles.
Choose a workflow template for the project. You can select from your company's templates or Uku's built-in templates.
Review the tasks in the selected workflow. Change assignees or set time dependencies on project dates if needed.
Add tasks to the workflow manually if necessary.
Select Confirm to create the project.
The project is accessible to all members who have access to the selected client. On the project level, all members share the same rights except for the owner, who can delete the project.
Mandatory fields when adding tasks manually
If you add tasks to the workflow during project creation, the following fields are required:
Title — The name of the task.
Member — Set this as a user, group, or user role.
Required project status — Defines what the project status must be for the task to appear on the dashboard.
Start/Due — Choose which project date value the task is related to.
Understanding required project status in tasks
Each task in your project workflow has a Required project status field that controls when the task appears on dashboards.
The project's current status determines which tasks are immediately visible.
Tasks requiring a different status remain hidden until you update the project status.
You can modify the required status for individual tasks if needed.
Example: If your project starts in status "Pending," only tasks with required status "Pending" will appear on assigned members' dashboards. When you change the project to "In progress," tasks requiring that status become visible.
See also: How to Use Project Statuses in Uku for complete guidance on managing projects through workflow stages.
Troubleshooting
I cannot find a workflow template when adding a project
Make sure workflow templates have been created in the Projects app settings. If no company templates exist, you can use one of Uku's built-in templates as a starting point.
Tasks are not appearing on the dashboard after creating the project
Check the Required project status for each task. Tasks only appear when the project's current status matches the task's required status. Update the project status to make the relevant tasks visible.
I assigned a user role but the task has no assignee
During project creation, you must match each user role to a specific team member in the member role mapping step. If a role is left unmatched, tasks assigned to that role will not have an assignee.
A team member cannot see the project
Project access is based on client access. Verify that the team member has been granted access to the client associated with the project.