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Project Management

How to Add a Project

TraqNext's project module makes it easy to create and manage projects for your organization.

Company projects list

Steps to add a project:

  1. Go to the Project page from the main menu.
  2. Click Add Project — a slider screen opens where you enter the project name and other details.
  3. Choose who the project applies to:
    • Everyone in the company — assigns the project to all active employees.
    • Specific Teams — select one or more teams to assign the project to.
    • Specific Users — select individual employees to assign the project to.
Add new projectAdd new project details

Who can create projects and tasks

By default, only Owners and Admins can create projects and tasks. Owners/Admins can extend this permission to Managers from Company Settings → Permissions. Once enabled, Managers can create projects and tasks too — but only for the employees or teams they manage.

Note: Managers can only edit projects they are managing, not projects created by others.

Related: How to edit the project · How to add a task

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