All systems operational

Create a Project

Set up a project so a piece of work has an owner, a status, and a place to track its tasks.

#Purpose

Give work a home with clear ownership.

#Business goal

Organized delivery you can track to completion.

#At a glance

DetailValue
Estimated time5–10 minutes
Departments involvedOperations, Delivery
Business modules usedProjects
AI departments usedOperations Agent (summarizes operations)
Required permissionsProject creation
PrerequisitesA reason to deliver — often a won deal.

#Workflow at a glance

1
Create project
Name and owner.
2
Set details
Scope.
3
Add tasks
Break down the work.
4
Deliver
Track to done.

#Step by step

1

Create the project

Add it with a name and owner.
2

Set the details

Capture the scope so the team understands the work.
3

Add the first tasks

Break the project into trackable tasks.
4

Begin delivery

Assign and progress the work.

#Approval points

No formal approval gate

This workflow does not require a sign-off step, but you can still review before acting.

#Expected result

What you should see

An active project exists with an owner, ready to break into tasks.

#Common mistakes

  • No owner on the project.
  • No tasks, so progress is invisible.

#Troubleshooting

If this happensTry this
The project will not saveComplete required fields and retry.

#FAQ

Is there a kanban board?

Not today — tasks are managed as a filterable list. A board view is Coming Soon.

#Keep exploring

Assign Team & Tasks

Plan the work.

Convert a Customer

Where projects begin.

#Knowledge base

Create a project

How-to.

#Business modules

Projects Module

Delivery.

Getting Started

Set up your workspace.

Platform Overview

How the OS fits together.

#AI departments

Operations Agent

Summarizes ops.

Still need help?

Can’t find what you’re looking for? The DevSphere OS team is happy to help.

Contact Support