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Creating Projects

Learn how to create and set up projects in AgencyHub to manage your client work effectively.

Project Basics

Projects are the core of AgencyHub. They help you organize your work, track progress, and collaborate with your team and clients.

Creating a New Project

To create a new project, follow these steps:

  1. Go to the Projects section in the dashboard
  2. Click on the "New Project" button
  3. Fill in the project details (name, client, description, etc.)
  4. Set the project timeline (start date, end date)
  5. Assign team members to the project
  6. Click "Create Project" to save

Project Information

When creating a project, you'll need to provide the following information:

  • Project Name: A clear, descriptive name for the project
  • Client: The client the project is for
  • Description: A brief overview of the project
  • Start Date: When the project will begin
  • End Date: The expected completion date
  • Budget: The project budget (optional)
  • Status: The current status of the project

Project Setup Guide

Project Details

Setting up the basic information for your project

The first step in creating a project is to set up the basic details. This includes:

  • Project Name: Choose a clear, descriptive name that identifies the project. This will be visible to both your team and the client.
  • Client: Select the client from your client list. If the client doesn't exist yet, you can create a new client record.
  • Description: Write a brief overview of the project, including its goals and scope. This helps your team understand what the project is about.
  • Timeline: Set the start and end dates for the project. These dates will be used to calculate project duration and deadlines.
  • Budget: Enter the project budget if applicable. This can be a fixed amount or an hourly rate.
  • Status: Set the initial status of the project (e.g., Planning, In Progress, On Hold).

You can also add custom fields to capture additional information specific to your agency's needs.

Project Templates

Project templates allow you to create standardized project structures that you can reuse for similar projects. This saves time and ensures consistency across your projects.

Creating Templates

To create a project template:

  1. Go to the Projects section in the dashboard
  2. Click on "Project Templates"
  3. Click "Create Template"
  4. Set up the template with tasks, milestones, and team roles
  5. Save the template for future use

You can also convert an existing project into a template by clicking "Save as Template" in the project settings.

Using Templates

To use a project template:

  1. Go to the Projects section in the dashboard
  2. Click on "New Project"
  3. Select "Create from Template"
  4. Choose the template you want to use
  5. Customize the project details as needed
  6. Click "Create Project" to save

Templates can be customized for each new project, allowing you to adjust timelines, team assignments, and other details as needed.

Best Practices

  • Clear Structure: Create a clear project structure with well-defined tasks and milestones to help your team understand what needs to be done.
  • Realistic Timelines: Set realistic deadlines for tasks and milestones, taking into account your team's capacity and other projects.
  • Regular Updates: Encourage your team to update their tasks regularly to keep the project status current.
  • Client Communication: Use the client portal to keep clients informed about project progress and to manage expectations.
  • Documentation: Keep project documentation up to date and easily accessible to all team members.
  • Templates: Create templates for common project types to save time and ensure consistency.
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