How do I create a Project in HiveDesk?

Project is the starting point for all tracking activities in HiveDesk. So you need to first create a project and assign team members to the project before you can start tracking time and activity.

In order to create a new Project, you must be an Account owner/Admin or a Manager. 

1. Log into HiveDesk web application with your Admin or Manager ID credentials.
   
2. In the left navigation column, click Projects > Active then click the Create Project button.
   
3. You'll now see first of the three settings pages for creating a new project. 
   

1. Select the Client name (optional) and enter Project name, Description and notes. Then click the Continue button.
   
2. You'll now see the settings for Screenshot Task creation. 
   
3. Select the Screenshot interval and turn on or off the various toggle buttons. 
   
4. Turn the Create tasks button if you want employees (team members) to be able to create their own tasks. 

1. Click Continue to go to the next page. You'll now see the page for adding team members to your project.
   

1. You have three options to add team members to the project:
   
1. If you have created a Team Group, you can add all members of that group to the project by selecting the team group in the Select Team Group dropdown. A team group is a group of team members who usually work together in a group like your marketing team, sales team or finance team. If you have not created a group yet, you can create one by going to Team > Team Groups in the left navigation.  
   
2. You can add existing team members individually.
   
3. Invite new people to join your project. Enter the email id and select the user type or role you want to assign the person. 
   
2. Click Create Project button to create the project.

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