Managing Projects

In ActiveCollab, all work happens inside projects. There you’ll be able to assign tasks, discuss ideas, attach files, write notes, and track time and expenses.

Starting a Project

1. Open Projects.
   
2. Click +Start a New Project.
   
3. Enter a name and a description.
   
4. Set a Label to show the project is NEW, INPROGRESS, etc.
   
5. Set a Category to make the project easier to find later.
   
6. Choose a Client Company to set who the project is for.
   
7. Enable Tracking if you plan to log time or expenses (learn more).
   
8. Click Create Project.
   

Inviting People to a Project

1. After you’ve created a project, you’ll immediately be able to invite people:
   
2. Add Team Members or Clients (learn more).
   
3. Enter their name or email.
   
4. Enter the name of a team to invite a group of people (learn more).
   
5. Click Send Invitations.
   
6. Everyone you invited will receive an email:
   

If you wish to add or remove someone later, open the project and click People > Invite/Manage People.

Parts of a Project

After opening a project, you’ll notice it's made up of different tabs.

• Tasks tell you what needs to be done and when. You can group them into task lists.
  
• Discussions are where you can share ideas and post comments.
  
• Files show all the attachments in the project. They can be added to taks, comments and notes, or uploaded to the Files section directly.
  
• Notes are simple text documents. They’re great for collaborative writing and tracking changes.
  
• Time is where you see all the hours logged the project.
  
• Expenses help you keep track of how much the project is costing you.
  
• Activity shows all the updates on the project.
  

Organizing Projects

If you have many active projects, there are a number of ways to keep the list organized.

• Clicking the Grid or the List icon changes how projects are displayed.
  
• Sort projects by Activity or from A to Z to change the order in which they’re listed.
  
• Star a project if you want it to appear at the top of the list.
  
• To narrow down the list, you can filter projects by Client, Label or Category.
  

Completing a Project

1. Open the project.
   
2. Open Options and click Complete.
   

When a project has been completed, you’ll still be able to find it by using search or by opening Projects > Completed Projects.