How to create a project and your first tasks

To create a project, go to Projetos (Projects) and click Novo Projeto (New project). After saving, use Nova Tarefa (New task) inside the project to add tasks. Creating projects and tasks depends on your role's permissions: if the button is disabled, contact your administrator.

Create the project

  1. In the menu, open Projetos and click Novo Projeto.
  2. Fill in the Nome do Projeto (Project name, required) and, optionally, the Cliente (Client), Data de Início (Start date), Data de Término (End date), and Cor (Color).
  3. Under Equipe do Projeto (Project team), click Adicionar membro (Add member). If no one is chosen, the project creator is added automatically.
  4. Use Tags to categorize and the Objetivo Estratégico (Strategic goal) field to describe scope and direction. You can write it yourself or ask the AI for a suggestion.
  5. Click Salvar (Save).

Add tasks

  1. Inside the project, click Nova Tarefa. You can also go to Tarefas (Tasks) > Nova tarefa and choose the project.
  2. Fill in the Título (Title), Status, Prioridade (Priority), and Complexidade (Complexity). These four fields are required.
  3. Choose the Responsáveis (Assignees) and the Data Limite (Due date).
  4. Write the Descrição (Description) or choose a brief template to fill it in.
  5. Click Salvar. The message Tarefa criada! (Task created!) confirms it.

Complexity sets the task's estimated time, used by the timer and the overrun reports. See Timer and hours.

Track progress

In Tarefas, switch between list view and board (kanban) view. When you move a task to the final status, Scrumboards celebrates with Tarefa finalizada! (Task completed!). When the work is done, change the project's Status to completed and save.

Frequently asked questions

Can I reuse a project as a template?

Yes. Open the project and use Salvar como Modelo (Save as template). Templates are in Projetos > templates.

I deleted a task by accident.

It goes to Tarefas > Lixeira (Trash), where anyone with delete permission can restore it.

The statuses and priorities don't match my workflow.

You can customize them. See Customize status, priority, and complexity.