Project Management System Documentation

Overview

Our project management system is designed to streamline collaboration across all tools within the platform. Projects serve as centralized hubs where team members can work together seamlessly. When a user is added to a project, they gain access to all tools associated with that project, with permissions determined by their assigned role: Editor or Admin.

  • Editor: Can contribute to project tasks and use tools but cannot manage project settings or invite new members.
  • Admin: Has full control over the project, including the ability to manage settings, invite members, and assign roles.

Creating a New Project

To create a new project:

  1. From the Projects tab, click Create New Project.
  2. Enter the project details, such as the project name and type (Business or Personal).
  3. Click Create Project to initialize the project.
  4. You will automatically be assigned the Admin role for the new project.

Note: The number of projects a user can create depends on their subscription plan. For details on project limits and subscription options, visit Subscription Details.

After creating the project, you can invite team members to collaborate (see "Inviting Members to a Project" below).

Joining an Existing Project

To join an existing project, you must have an invitation code provided by the project Admin. Follow these steps:

  1. Ensure you have created an account on the platform.
  2. Navigate to the Dashboard (Settings) page and select the Projects tab.
  3. Under Join Existing Project, enter the invitation code in the provided field.
  4. Click Join Project to become a member of the project.

Once joined, your role (Editor or Admin) and access to project tools will be based on the role assigned by the project Admin when the invitation was sent.

Inviting Members to a Project

To invite a new member to a project:

  1. From the My Projects table, locate the project and click Manage under the Actions column.
  2. In the project management interface, find the option to invite a member.
  3. Enter the member's email address.
  4. Select the role for the member (Editor or Admin).
  5. Click Generate Invitation to create an invitation code.
  6. The system will send the invitation code to the member's email address and display the code to the project Admin. The Admin can share the code manually with the invited member if preferred.

The invited member must use this code to join the project (see "Joining an Existing Project" above).

Managing a Project

Both Admins and Editors can access the project's main page by clicking Manage under the Actions column in the My Projects table. On the project's main page, you can:

  • View Project Members: See a list of all members associated with the project, including their roles (Editor or Admin).
  • Leave the Project: Choose to leave the project if you no longer wish to participate.
  • Message Members: Communicate directly with other project members through the messaging feature.

Note: Only Admins can invite new members or modify project settings, while Editors have access to the above features but cannot make administrative changes.

Best Practices for Project Management

  • Clear Role Assignments: Ensure each team member's role (Editor or Admin) aligns with their responsibilities to maintain efficient collaboration.
  • Regular Updates: Admins should periodically review project settings and member roles to ensure they reflect current needs.
  • Secure Invitation Codes: Share invitation codes securely and avoid reusing them to maintain project security.

For further assistance, contact our support team through the Help Centre.

Last Updated: April 27, 2025