How to create your first project in Tideflow

Projects in Tideflow help you organize related tasks, collaborate with your team, and track progress. Follow these steps to create your first project and set it up for success.

Step 1: Create a new project

1. In the sidebar, click Projects.
2. Select + New Project.
3. Give your project a name and optional description.
4. Choose a workspace and project owner.
5. Click Create Project.

Step 2: Add tasks

1. Open your new project.
2. Click Add Task or use the quick-add shortcut.
3. Enter a task title, assignee, and due date.
4. Use task tags or custom fields if needed.

Step 3: Set up your task statuses

1. Go to Project Settings > Statuses.
2. Add or rename statuses (e.g., To Do, In Progress, Blocked, Done).
3. Drag to reorder statuses for visual flow.

Step 4: Invite your team

1. Click Share Project.
2. Add teammates by email or select from your workspace.
3. Set permissions (View, Edit, Admin).

Optional: Customize views

• Switch between List, Board, and Calendar views.
• Use filters to show tasks by assignee, due date, or tag.