Creating Your First Project
Learn how to create and set up your first project in TaskLemon
2 min read
Creating Your First Project
Projects are the foundation of TaskLemon. They help you organize related tasks, collaborate with team members, and track progress toward your goals.
Step 1: Navigate to Projects
From your dashboard, click on the Projects tab in the main navigation. This will show you all projects you have access to.
Step 2: Create a New Project
Click the Create Project button in the top-right corner. You'll see a form where you can enter:
- Project Title - Choose a clear, descriptive title
- Reference Code - A short code for task IDs (e.g., "TL" for TaskLemon)
- Description - Add details about the project goals and scope
- Start Date & Due Date - Set your project timeline
- Status - Select from Planning, Active, On Hold, or Completed
- Priority - Set the importance level (Low, Medium, High, Critical)
- Budget - Optional budget tracking
Step 3: Add Team Members
Click Add Members to invite colleagues to your project. You can assign different roles:
- Owner - Full control over the project
- Manager - Can edit project settings and manage tasks
- Member - Can create and complete tasks
- Viewer - Read-only access
Step 4: Customize Project Settings
Visit the project settings to configure:
- Project details and timeline
- Team member roles and permissions
- Project visibility (Private or Team-wide)
- Task statuses and priorities
That's it! You're ready to start adding tasks and getting work done.
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