Creating a Project

Creating a Project

Learn how to create new projects in Kaana.

Updated over a month ago

Quick Create

1

Click the + New Project button from the Projects page or dashboard.

2

Enter a project title.

3

Click Create.

The project is created with default settings and you can fill in details later.

Detailed Create

For a more complete setup:

1

Step 1: Basic Information

Click + New Project and fill in the project details:

• Title — A clear, descriptive name

• Description — What this project is about

• Status — Usually starts as "Active"

• Start Date — When work begins

• Due Date — Target completion date

2

Step 2: Team Assignment

• Owner — Primary person responsible

• Team Members — Add contacts who will work on this project

3

Step 3: Organization Link

If this project is for a client:

• Select the Organization this project belongs to

This helps organize projects by client.

4

Step 4: Tags and Categories

• Add Tags to categorize the project

• Tags help with filtering and reporting

5

Step 5: Create

Click Create Project to finish.

Creating from a Template

Use an existing blueprint to jumpstart your project:

1

Click + New Project

2

Click Create from Template

3

Browse available templates:

• System Templates — Pre-built templates from Kaana

• My Templates — Templates you've created

4

Select a template, customize the details, then click Create.

The project will include pre-configured phases, tasks, and milestones from the template.

Duplicating a Project

Copy an existing project:

1

Open the project you want to copy

2

Click the ... menu and select Duplicate Project

3

Give the copy a new name and choose what to include:

• Phases and milestones

• Tasks

• Requirements

4

Click Duplicate

Best Practices

Naming Projects

• Use clear, descriptive names

• Include the client name if applicable

• Consider a naming convention for consistency

Setting Dates

• Set realistic start and due dates

• Account for dependencies between projects

• Leave buffer time for unexpected delays

Assigning Owners

• Every project should have a clear owner

• The owner is responsible for overall progress

• Owners receive notifications about their projects

Using Tags

• Create consistent tags across projects

• Examples: by department, project type, or priority

• Tags make reporting and filtering easier

What Happens Next

After creating a project:

1. Add phases to structure the work

2. Create tasks for specific deliverables

3. Upload relevant documents

4. Add team members and contacts

5. Start logging activities