Projects are the foundation of your client work in Tezzera. Each project contains all the tasks, files, conversations, and deliverables that both you and your clients will need. This guide will walk you through creating a new project and setting it up for success.
Quick Links:
Creating New Projects
Step 1: Create a New Project
Click "Projects" in your sidebar navigation
In the top right corner, click the "New" button
Select "Project" from the dropdown (you can also create new groups here)
A project settings popup will appear where you can configure your new project.
Step 2: Name Your Project
Give your project a clear, descriptive name that helps you identify it at a glance.
Step 3: Choose a Project Group
Project groups help you organize projects by status or type. By default, you will already have a "Leads" group for new inquiries. But if you've created any other custom groups, you'll see those listed so you can select which group you'd like to assign to your new project.
Creating new groups: You can create custom groups to match your workflow. Next to the group dropdown, click the "Manage" button to:
Create new groups
Rename existing groups
Reorder groups
Delete groups you don't need
💡 Pro tip: Organize groups by project phase (Leads → Onboarding → Active → Completed) or by project type (Branding Projects, Website Projects, Print Design Projects).
Step 4: Choose a Project Color
Select a color for your project's folder icon. This color will appear:
Next to the project name in your sidebar navigation
At the top of your project page
Pick a color that helps you visually identify the project at a glance!
Step 5: Add Project Members
Now you can add team members and clients to the project.
Adding Team Members
In the "Project Members" section, you'll see all team members in your workspace.
By default, all team members are automatically added to new projects. You can remove any team members who don't need access to this specific project by clicking the "X" to the right of their name.
Adding Clients
If the client is already in your workspace:
Click the "Add people" dropdown
You'll see a list of existing clients from other projects
Select the client you want to add to this project
If this is a brand new client:
Don't worry! You'll invite them after creating the project (see "Inviting New Clients to Projects" below)
Step 6: Select Your Custom Tags for This Project
In the "Tags" tab, you'll see all the custom tags you've created in your workspace settings. Toggle on the tags you want to be available for tasks in this project.
📌 Note: Custom tags are created in Workspace Settings → Variables. If you want to create new tags, you'll need to do that first before they'll appear in project settings.
Step 7: Select Your Custom Statuses for This Project
In the "Statuses" tab, toggle on which custom task statuses you want to use in this project. By default, all projects include the following statuses:
Not Started
In Progress
Complete
But you can add custom statuses to align with your creative process, such as:
Waiting on Client
Ready to Review
On Hold
Action Needed
📌 Note: Custom statuses are created in Workspace Settings → Variables.
Step 8: Select Custom Fields (Optional)
In the "Fields" tab, toggle on any custom fields you want to use for tasks in this project. Custom fields allow you to add additional information to tasks like:
Website Links
Test
Dates
Checkboxes
Numbers
Only enable the fields that are relevant for this specific project type.
📌 Note: Custom fields are created in Workspace Settings → Variables.
Step 9: Advanced Settings
In the "Advanced" tab, you can:
View your Project ID:
Every project gets a unique ID for internal tracking and automations
Change the project currency:
By default, invoices use your workspace's main currency (Which you've selected in your Workspace settings)
You can override that here if this project needs a different currency
This currency will automatically apply to invoices generated for this project
Archive or Delete the project:
Archive – Hides the project from active view but keeps all data (you can unarchive later)
Delete – Permanently removes the project and all associated data (cannot be undone!)
Step 10: Create Your Project
Once you've configured all the settings, click "Create Project" at the bottom of the popup. Your new project is now created and ready to use!
Using Project Templates
Don't want to create tasks from scratch? Use a project template to instantly populate your project with pre-built tasks!
Accessing Project Templates
After creating your project, go to Manage → Templates in your sidebar navigation
You'll see two tabs:
Your Templates – Templates you've personally created
Standard – Pre-designed templates created by Tezzera for all users
Available Standard Templates
Tezzera provides ready-to-use templates for common design projects, including:
Branding
Branding and Collateral
Branding and Website
Applying a Template to Your Project
Find the template you want to use
Click the three dots (∙∙∙) on the template card
Select "Use Template" from the dropdown
In the popup, select which project you want to apply the template to
Click "Use Template"
The template's tasks will instantly be added to your selected project! You'll see all tasks populate in your task list view.
Customizing Template Tasks
Once a template is applied, you'll need to:
Assign each task to a team member or client
Add start and due dates
Add any additional information specific to this project (descriptions, linked forms, tags, etc.)
Remove or modify tasks that don't apply
💡 Pro tip: Think of templates as starting points, not rigid requirements. Customize them to fit each client's unique needs!
Inside Your Project
Once your project is created, let's explore what you'll find inside.
Project Views
Tezzera offers multiple ways to view and manage your project timeline:
Task List View (Default)
See all tasks in a list format with columns for status, assignee, due date, etc.
Great for seeing everything at once
Easy to sort and filter tasks
Calendar View
View tasks plotted on a calendar by their due dates
Perfect for understanding your project timeline
Drag and drop to reschedule tasks
Add new tasks directly on the calendar
Board View
Kanban-style board with columns for each task group
Drag tasks between columns
Switch between views using the tabs at the top of your project page.
Project Tabs
Each project has several tabs for different aspects of your client work:
Tasks (covered above)
Manage your project tasks and timeline
Chat
Private conversation thread with your client and team members
Keep all project communication in one place
Messages are only visible to people invited to the project
Invoicing
Create and send invoices to your client
Track invoice status (sent, viewed, paid)
Send email communications to your client
Keep a record of all project-related emails
Files
Upload and share files with your client
Organize files into folders
All project files in one organized location
💡 Pro tip: Organize files into folders like "Concepts", "Revisions", "Final Deliverables" to make it easy for clients to find what they need!
Inviting New Clients to Your Project
If you didn't add a client when creating the project (or need to add another client later), here's how:
Click the "∙∙∙" menu in the bottom corner of your sidebar
Select "Settings" to open your Workspace Settings
Navigate to the "People" tab
Click "Invite User"
In the invite popup, you'll configure:
Select Projects:
Choose which project(s) this person should have access to
You can select one project, multiple projects, or all projects
Add Email:
Enter the client's email address
Select User Role: Choose the appropriate role for this person:
Admin – Full access to everything including subscription, financials, and all projects. Use this for business partners or co-owners only.
Team Member – Access to all projects and can edit/manage work, but cannot access financial information or subscription settings. Use this for employees, contractors, or VAs.
Client – Limited access to only the projects you assign them. They can review work, leave comments, and view files, but cannot edit projects or see behind-the-scenes settings. Use this for clients!
Managing Project Settings After Creation
Need to change project settings later? No problem!
Open any project
Click the three dots (∙∙∙) in the top right corner
Select "Project Settings"
Make your changes to name, group, color, members, tags, statuses, or fields
Click "Save"
Tips for Organizing Projects
Use consistent naming: Develop a naming convention and stick to it (e.g., "Client Name - Project Type")
Keep groups updated: Move projects to new groups as they progress through your workflow
Archive completed projects: Don't delete old projects—archive them! You might need to reference them later, and they provide valuable templates for future work.
Color code by branding project type: Use project folder colors that aligns with the client's brand color palette. OR assign colors based on the type of project it is to keep your project lists visually organized.
Template everything: After completing a project, save your task list as a template for next time. This saves hours on future projects!
Next Steps
Now that you've created your project, you're ready to:
Add tasks to your project – Build your project timeline
Send a contract – Protect yourself with clear agreements
Create a feedback form – Gather input throughout the project
Set up automations – Streamline your workflow
Need help? Reach out to our team at hello@tezzera.co and we'll be happy to assist you!