Creating a Project
Projects are the foundation of organizing work in TeamFizz. Here's how to create one:
- Navigate to Projects
Click "Projects" in the main navigation menu.
- Click "New Project"
Look for the "+ New Project" button in the top right corner.
- Enter Project Details
- Name: Choose a clear, descriptive name (e.g., "Website Redesign 2024")
- Description: Explain the project's purpose and goals
- Color: Select a color for easy visual identification
- Set Privacy Level
- Public: All organization members can see and join
- Private: Only invited members can access
- Add Team Members
Select who should have access to this project.
- Create the Project
Click "Create Project" to finalize.
Project Settings
Customize your project to match your workflow:
General Settings
Basic Information
- Change project name
- Update description
- Modify color theme
- Set project status (Active, On Hold, Completed)
Dates & Deadlines
- Set start date
- Define deadline/due date
- Configure milestone dates
- Enable deadline notifications
Privacy & Access
- Toggle public/private status
- Manage member permissions
- Control who can invite others
- Set project admin rights
Notifications
- Configure notification preferences
- Set up digest emails
- Enable @mentions alerts
- Customize notification frequency
Advanced Settings
- Time Tracking: Enable time tracking for billable projects (Professional plan)
- Budgets: Set budget limits and track spending
- Templates: Save project as template for future use
- Integrations: Connect with external tools
Working with To-Do Lists
To-Do lists help you organize tasks into logical groups:
Creating To-Do Lists
- Open Your Project
Navigate to the project where you want to add lists.
- Click "Add To-Do List"
Look for the "+ Add To-Do List" button.
- Name Your List
Use descriptive names like "Design Tasks," "Development," or "Marketing."
- Add Description (Optional)
Provide context about what this list contains.
Common To-Do List Structures
📋 By Phase
- Planning
- Design
- Development
- Testing
- Launch
📊 By Status
- To Do
- In Progress
- Review
- Done
👥 By Team
- Design Team
- Development Team
- Marketing Team
- QA Team
🎯 By Priority
- Critical
- High Priority
- Medium Priority
- Low Priority
Organizing To-Do Lists
- Reorder Lists: Drag and drop to rearrange
- Archive Completed Lists: Keep project clean without deleting history
- Copy Lists: Duplicate lists to new projects
- Templates: Save list structures for reuse
Managing Tasks
Tasks are the individual work items within your to-do lists:
Creating Tasks
- Select a To-Do List
Choose which list the task belongs to.
- Click "Add Task"
Or press T for quick task creation.
- Enter Task Details
- Title: Clear, action-oriented description
- Description: Additional context and requirements
- Assignee: Who's responsible
- Due Date: When it needs to be completed
- Priority: Low, Medium, High, or Critical
Task Features
Attachments
Add files, images, or documents to tasks
Comments
Discuss task details with team members
Subtasks
Break down complex tasks into smaller steps
Labels
Categorize tasks with custom labels
Time Estimates
Set estimated hours for planning
Dependencies
Link tasks that depend on each other
Task Actions
- Complete Task: Check the checkbox to mark as done
- Reassign: Change who's responsible
- Move Task: Drag to different to-do list
- Duplicate: Create copy for similar work
- Delete: Remove task (can be undone)
Tracking Progress
Monitor your project's health and completion status:
Progress Indicators
📊 Completion Percentage
Automatic calculation based on completed vs. total tasks
📅 Timeline Status
On track, at risk, or overdue based on deadlines
👥 Team Workload
See who's busy and who has capacity
🎯 Milestone Tracking
Key achievements and project phases
Reports & Analytics
Available on Professional and Premium plans:
- Burndown Charts: Visualize remaining work over time
- Velocity Reports: Track team completion rate
- Time Reports: See hours logged vs. estimates
- Budget Reports: Monitor spending and profitability
Team Collaboration
Effective project collaboration features:
Communication
- @Mentions: Tag team members to get their attention
- Task Comments: Discuss specific tasks without cluttering chat
- Project Chat: Dedicated channel for project discussions
- Activity Feed: See all project updates in one place
Notifications
Stay informed without being overwhelmed:
- Assigned to a task
- Task deadline approaching
- Someone comments on your task
- Project milestone reached
- Daily/weekly project digest
File Sharing
- Upload files directly to projects
- Attach files to specific tasks
- Version control for documents
- Preview files without downloading
Best Practices
Keep Projects Focused
One project = one goal. Don't try to fit everything into a single project. Create separate projects for distinct initiatives.
Use Descriptive Names
Both projects and tasks should have clear, action-oriented names. "Update homepage design" is better than "Homepage stuff."
Assign Everything
Every task should have an owner. Unassigned tasks often fall through the cracks.
Set Realistic Deadlines
Due dates should be achievable. Constantly missing deadlines demotivates teams.
Regular Cleanup
Archive completed projects, close old tasks, and keep your workspace organized.
Use Templates
For recurring project types, create templates to save time and ensure consistency.
Review Progress Weekly
Hold weekly check-ins to review progress, adjust priorities, and address blockers.