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Guide/Getting Started/Create a project
Getting Started

Create a project

Create an engagement with stages, tasks, documents, media, and client-visible progress.

Updated Aug 25, 2026Docsiv documentation

Watch: create a project in under 57 seconds

Projects give an engagement a home for its stages, tasks, documents, and media.

Create the project

  1. Open Projects from the dashboard.
  2. Select New project, or use the create form when the workspace has no projects yet.
  3. Choose the client the engagement belongs to, then add a name and a clear outcome or summary.
  4. Add optional dates and tags. New projects start Active; you can change the status later from Project details.
  5. Save the project, then open its new card to enter the project workspace.

Build the working view

Add tasks with context, owners, and due dates, attach documents or media, and use the board, list, or timeline view to run the engagement. When you are ready, open Project actions → Project details and enable client-visible progress for the parts of the project you want the client to see.

You can also ask Studio to generate a project plan from a brief or project context, then edit the stages and tasks before using it with the team.

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