After deciding on a Scrum-type project, the next step is to create your project. Some of the fields are required such as the project name, the name of the client related to the project and the manager(s) responsible for the project. You can also set a status to the project (Planned, In progress, Completed, etc.), briefly describe the project, and indicate its start and end dates.

Setting the sprint duration

A sprint's length gives clear visibility into what the team is planning to deliver over a period of time. When a sprint’s length is too long the definition of what is being built may change, when it's too short, a team may struggle with completing significant work within the sprint. Generally, a sprint's length varies from 2 to 4 weeks.

Setting the project accessibility

Choose whether the project will be "Open", which means available to all members in your organization or rather "Restricted", meaning restricted to some specific members in your organization.

Open or restricted project: which option should I choose?

An open project


A restricted project

  • Open to all members of your organization
  • Everyone can work on an open project
  • Everyone can track and record time against an open project
  • Access is restricted to some specific members of your organization
  • Only assigned members can work on a restricted project
  • Only assigned members can track and record time against a restricted project

Setting the project budget and invoice method

Should you choose to add a budget to your project, you will need to set the budget scope, the budget type (based on worked hours, costs, billable hours, etc.), the budget amount, and decide whether or not you wish to consider only approved entries for the calculation of the budget.  To learn more about how to set up a project budget, click here.

Finally, in order to bill the client for the work done, you must select an invoice method for the project (7). To learn more about how to choose a project invoice method, click here.

After saving the project, you will have access to the other tabs from the project screen.

Assigning members to the project

If you decided to make your project "Restricted", the next step will be to assign members of your organization to the project. Only assigned members can log time entries and add expenses.

Adding project items to the project
After identifying which members will be working on the project, the next step consists of adding project items (tasks) to the project. Project items more specific to the project can be created directly within the project. Only assigned project items will be available to assigned members for logging time entries against the project.

Creating a project release

First, what is a release? A release is a guideline that reflects expectations about which features will be implemented and when they are completed. See the release as a new version of the final product delivered to the client, so enter the release name and define its objective as well. A release is made up of sprints.

When saving your Scrum project, a "Backlog management" sprint is automatically created:

The next step is to build and organize your product backlog.