Introduction

Creating a project in Workney is the first step toward organizing your work with clarity and structure.

Whether you’re managing sales, support, product development, or a strategic roadmap, everything starts here.

In this guide, you’ll learn:

• How to create a new project

• What each field means

• Best practices for setting it up correctly

• How to prepare your workspace from day one

Step 1: Go to the “Projects” Section

From the left sidebar, click Projects.

Here you’ll see:

• A list of all your projects

• Their status (Active or Completed)

• Assigned members

• Start and end dates

• Available actions

To begin, click the + Create Project button in the top-right corner.

Step 2: Configure the Project Details

When you click “Create Project,” the setup form will open.

Here’s what you need to complete:

Project Name

This defines how the project will be identified in your workspace.

Examples:

• Support

• Sales

• Product Roadmap Q1 2026

• Website Migration

Recommendation: Use clear and consistent naming. Avoid confusing abbreviations.

Description

Briefly explain the purpose of the project.

This helps:

• Align your team

• Avoid duplicate projects

• Provide immediate context

Project Status

Available options:

• Active

• Completed

Use:

• Active → For ongoing projects

• Completed → When work is finished and no further updates are expected

Start Date

Define when the project officially begins.

This helps with:

• Tracking timelines

• Organizing roadmaps

• Prioritization

End Date

Optional, but recommended when applicable.

Useful for:

• Setting deadlines

• Measuring execution

• Managing expectations

Tip: Not every project needs an end date. For example, “Support” can be continuous.

Project Color

Choose a color to visually identify the project.

This helps:

• Differentiate teams or departments

• Improve Kanban visibility

• Quickly recognize priority areas

Example structure:

• Green → Sales

• Blue → Development

• Orange → Roadmap

• Red → High Priority

Step 3: Create the Project

Once all fields are completed, click Create Project.

Your new project will immediately appear in the project list.

From there, you can:

• Edit it

• Mark it as favorite

• Delete it

• Add members

• Start creating tasks and boards

Best Practices When Creating Projects in Workney

To keep your workspace organized:

• Create one project per functional area
  Avoid duplicate projects

• Use clear descriptions
  

• Set dates when relevant
  

• Maintain consistent naming conventions