A project in Examply lives inside a team and holds every task, milestone, and file for one piece of work. This article walks through creating a project, choosing a view, and inviting the right people to it.
You need an Owner, Admin, or Member role on the target team to create a project. Guests can't create projects.
Start a new project
Open the team you want the project to belong to, then click New project.
Give the project a name, such as Website relaunch, and pick a color to help it stand out in the sidebar.
Choose a starting view: Board, List, Timeline, or Calendar. You can switch views later at any time.
Click Create project.
Note: Timeline view requires the Pro plan or higher. Projects created on Starter default to Board view and can switch to List or Calendar.
Add project details
Once the project exists, open its settings to fill in the rest:
Field | Purpose |
Description | Shown at the top of the project for anyone who opens it |
Lead | The teammate accountable for the project's progress |
Start and target dates | Used to calculate Timeline view and status update reminders |
Members | Teammates and guests with access to this project |
Invite people to the project
Open the project, then click Share.
Add teammates by name, or add a guest by email if they're outside your workspace.
Set each person's access as an editor or viewer.
Teammates you add to a project can see it immediately from their own sidebar. Guests only ever see the specific projects they've been invited to — never the rest of the team's work, and never other teams in the workspace.
Naming and organizing new projects
A clear project name pays off later, once your workspace has dozens of them. Favor a name a teammate would recognize out of context — Website relaunch rather than Q3 work — and use the project color to group related work visually in the sidebar, such as giving every client-facing project the same color.
If you start a project and realize it belongs on a different team, open Project settings → Move to team. Moving a project keeps its tasks, milestones, and history intact.
Tip: Create a task right away with C so the project doesn't sit empty — a project with at least one task shows up higher in each teammate's recent list.