Managing Projects with AccuTask

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Estimated reading time: 4 min

This article will show you how to create and set up projects within your AccuTask workspace.

Adding a New Project to your Workspace

There are two ways for adding projects to your workspace.

  • Add a New Project from Scratch
  • Add a New Project Using a Template (requires an existing project template)

To Add a New Project from Scratch

After creating an AccuTask account, you can go ahead and add a new project to your workspace.

  1. Click Projects on the Quick menu. Proceed to Step 2. Alternatively, click Add New Activity > Add New Project. Skip to Step 3.

    Image showing the links to the Projects page
    Click either link to the Projects page
  2. On the Projects page, click Add Project.
  3. On the Create a Project window, by default, category is set to uncategorized. You may leave this as-is, or if you have already created project categories (for more information, see Adding a New Project Category), select an applicable category from the list.

    Image showing the Create a Project window
    The Create a Project window
  4. By default, type is set to Live Project, meaning that it is currently being worked on. In most cases, this should be sufficient for your needs.

    NOTE: There are two other project types. The  Pending project type is generally used for projects that have yet to be started while the Closed project type is for projects that are already closed and/or in the process of being transferred to AccuTask for documentation purposes.


  5. Enter a title and description for the project.
  6. Optionally, check the Read-only box to set the project as read-only (not editable by anyone else) and select a team that will work on the project from the list.
  7. Click Create.

To Add a New Project Using a Template

You can also add a project using a predefined template (for more information, see Managing Project Templates).

  1. click Projects on the Quick menu. Proceed to Step 2. Alternatively, on the Main menu, click Add New Activity>New Project. Skip to Step 3.

    Image showing the links to the Projects page
    Click either link to the Projects page
  2. On the Projects page, click Add Project.
  3. On the Create a Project window, check the Use a template box, then select a project template from the list.

    Image showing how to use a template to create a project
    Use a template to create a project
  4. Enter a title and description for the project.
  5. Click Create.

Setting Up the Project

Once you add a project, you still need to set it up so that you can manage it properly from within AccuTask.

To configure project settings:

  1. On the Main menu, click Work>Projects. Alternatively, on the Quick menu, click Projects.

    Image showing the links to the Projects page
    Click either link to the Projects page
  2. On the Projects page, click the project to be configured from the list.

    Image showing a project being selected from the list
    Select the project to be set up from the list
  3. On the Project Details page, click the Settings tab.

    Image showing the project's Settings page
    The Project’s Settings Page
  4. Under the CRM Settings section of the Settings tab, select the customer or contact to which the project hours will be charged. For more information, see Using AccuTask for Customer Relationship Management.
  5. To assign the project to all the contacts linked to the customer selected in Step 4, check the Assign to all contacts box. Otherwise, select a specific contact from the Assign to contacts list.
  6. Optionally, check the Allow contacts that are not connected to selected company box, then select a specific contact from the Assign to contacts list.
  7. Under the Member Settings section of the Settings tab, select the members to add to the project, then click Add.
  8. On the Permissions & Hourly Rate window, the selected member has Read permissions to the project’s tasks, tickets, events, discussions, and files by default. To give the member Create, Update, and/or Delete permissions to the project’s activities and documents, click the applicable boxes on the window.
  9. Still on the Permissions & Hourly Rate window, enter the member’s hourly rate, then click Save. This allows AccuTask to accurately compute project costs based on the hours charged to the project by the member.
  10. Optionally, under the Team Settings section of the Settings tab, select a team that will work on the project.

Editing an Existing Project

You can edit the project in case there are changes in its settings and other related information.

  1. Click either Projects on the Quick menu or Work > Projects.
  2. On the Projects page, under the Projects tab, look for the project to be edited from the list,  click the Gears icon to the right, then Edit Project.
  3. On the Project Details page,there are several tabs related to the project. Select the appropriate tab and make your changes to the project.

Deleting a Project

You can opt to delete a project once it is finished. You can also leave a finished project as-is for record purposes.

  1. Click either Projects on the Quick menu or Work > Projects.
  2. On the Projects page, under the Projects tab, look for the project to be deleted from the list, click the Gears icon to the right, then Delete Project.
  3. Click Yes on the message to confirm the deletion.

Other Project Settings

Projects comprise task categories, tasks, tickets, events, discussions, files, calendar, timeline, and project hours tracked through the AccuTask time tracking tool.

To learn how to add events, discussions and files to a project, see Adding Events, Other Activities, and Files to a Project.

For more information on tasks and task categories, see About Tasks.

For more information on task categories and how you can use them in organizing your projects and grouping together your tasks, see Managing Tasks.

To learn how to set up the project calendar and timeline, see Setting Up a Project Calendar.

To learn how to use the Time Tracker, see Using the Time Tracker.

To see a project’s progress, see Viewing a Project’s Timeline.

For more information on tickets, see About Tickets.

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