Adding and updating projects

TL;DR / Overview

Projects in Nilead help you organize all tasks, milestones, and related communications around a specific goal or initiative. Whether you're managing client deliverables or internal campaigns, this guide will walk you through how to create, update, and duplicate projects with clarity and structure.

Prerequisites

• Access to the Project Management features in Nilead

• Staff or Manager role with permission to create/edit projects

• Optional: Defined teams and color conventions

Walkthrough

What Is a Project?

A Project is a container for all actionable work related to a specific objective. It helps you:

• Group tasks and milestones

• Assign team members

• Track progress toward a goal

• Manage related communications and files

Projects can be client-facing or internal, recurring or one-time.

Add a New Project

To create a new project:

1. Navigate to Projects from the main dashboard.

2. Click Add Project.

3. Fill in the following details:

   • Project name

   • Description

   • Color (for Calendar and label clarity)

   • Tags (optional)

   • Members and Manager

4. Click Save.

Video Guide: Watch how to add a project.

Tips on Color and Tags

• Project Color: Choose a distinct color to make projects visually easy to spot in calendars or dashboards.

  • Group similar project types (e.g., Marketing = Blue, Sales = Green).

• Tags: Use them to organize, filter, and search across your project list. New tags are auto-created when typed in.

Duplicate an Existing Project

To save time:

1. Open the project you want to duplicate.

2. Click Duplicate Project.

3. Confirm that you want to copy:

   • Tasks

   • Milestones

   • Project settings
     (Uploaded files will not be copied.)

4. Rename and adjust the new project as needed.

5. Click Save.

Video Guide: Watch how to duplicate a project.

Edit a Project

To update an existing project:

1. Open the project.

2. Click Edit.

3. Modify:

   • Name or description

   • Tags or colors

   • Assigned members or manager

   • Visibility and other settings

4. Click Save.

Video Guide: Watch how to edit a project.

Delete a Project

To permanently remove a project:

1. Open the project.

2. Click Delete.

3. Confirm deletion.

⚠️ Warning: This action cannot be undone. All associated files will also be deleted.

Video Guide: Watch how to delete a project.

Notifications

Only the Project Manager and assigned Members will receive updates about the project’s tasks, milestones, and status changes. Ensure the right people are added to stay informed.

FAQs

1. Can I create projects without tasks or milestones at first?
Yes. You can start with just a project shell and build it out later.

2. Can I assign multiple managers to a project?
Only one official manager can be assigned, but you can add multiple members with edit permissions.

3. What happens to tasks when I delete a project?
All tasks, milestones, and uploaded files tied to the project are permanently deleted.

4. Can I use a project as a template for future projects?
Yes. Use the Duplicate feature to create a reusable base for common workflows.

5. Can I customize project views by color or tag?
Yes. Both colors and tags are available as filters in dashboards and calendars.