Difficulty: Intermediate
Difficulty: Beginner

A Complete Guide to Creating Projects, Task Groups, and Tasks in Coordinate

Managing a project can often be a daunting task. But not anymore! With Coordinate, a project management tool, you can easily create and manage projects, task groups, and individual tasks, all within an intuitive interface. This step-by-step guide will walk you through the process.

Step 1: Creating a New Project

  1. Go to the Project List: On the Coordinate dashboard, navigate to the project list.
  2. Add a New Project: Here, find and click the 'add a new project' button.
  3. Name Your Project: Enter a suitable name for the project, for example, 'My First Client Project.' Once named, your project is ready, and you'll be taken to an empty project page.

Step 2: Understanding Your Project Interface

The project page is divided into three main sections:

  1. Left Side - Task and Task Group Area: This is where you'll input tasks and task groups.
  2. Right Side - Project Goals: This area is reserved for specifying the goals of the project, which could be set by either you or your client.
  3. Collaborator Section: Here, you can invite collaborators like clients, other team members, or third parties.

Step 3: Creating Task Groups

Task groups are essentially the various milestones in your project. You can add task groups relevant to your project phases like 'Kickoff,' 'Work Phase,' and 'Final Deliverables.'

Step 4: Adding Tasks to Your Task Groups

In each task group, you can now add specific tasks:

  1. Kickoff Tasks: In the 'Kickoff' task group, you could add tasks such as 'Kickoff Meeting' and 'Gathering Requirements.'
  2. Client Task: To engage your clients, consider adding a task for them, like 'Client to Complete First Task.'

Step 5: Detailed Task Management

Now that your tasks are in place, let's dive into the additional functionalities that make managing tasks in Coordinate easy and effective:

  1. Assigning Tasks: Tasks can be assigned to anyone involved in the project, be it a client or a team member.
  2. Setting Due Dates: Every task can be associated with a due date to ensure timely completion.
  3. Status Update: The status of tasks can be updated to reflect the current state of the task, such as 'in progress,' 'blocked,' or 'completed.'
  4. Call to Action: When assigning a task, you can specify what you expect from the assignee, like completing the task, attaching files, or finishing a checklist.

Step 6: Enhancing Task Details

To add more clarity to your tasks, Coordinate provides several options:

  1. Description: You can add a description to each task, providing more details or a relevant link.
  2. Adding Media: Images, videos, or other embedded content can be included for comprehensive understanding.
  3. Start Dates and Progress Bar: A start date can be set, and a progress bar can be used to track the progress of the task.
  4. Sub-Checklists and Attachments: Sub-checklists can be included for better task organization. Also, files can be attached that can be downloaded by those who need them.
  5. Task Dependencies: If one task is contingent on the completion of another, you can set this task dependency.

By following these steps, you'll have your first project up and running on Coordinate. You'll have created not only the project itself but also the milestones (task groups), and within those, you will have created a series of tasks. Give it a shot, and you'll realize that managing projects has never been this seamless!