A great way to manage your tasks is to group them into projects. This helps your team focus on the entire project and see all tasks that need to be completed.
To create a project, mouse over to the Menu Bar, and select ¨Add Project¨. This will open the Projects menu in the Content Viewer.
Then click on the ¨Add Project¨ button at the top. In the drop-down menu, name your project and fill in the fields that are applicable to your project.
You can also use Project Templates to prepopulate Members, Tasks, and Project Structure. See related article
Once your Project is created, double-click on it to access the project details.
Project Team Members
From the Team>Members tab, you can see the members of your project, and add new ones
A) If your Project is part of a free Workspace:
All Workspace members are project members, and no other members can be invited.
B) If your Project is part of a Pro Workspace:
- You can add Workspace members to your Project, using the "All" Members group.
- You can create your own Workspace groups, i.e `HR Team`, and add them to each project.
- You can invite 1 non-Workspace members to each project by typing their email address and [Add Member] These members are called "Guests". They will receive an invitation to join the Cirkus Project, by email/push/Inbox.
Note, that each Project has its own guest count. if a User is added to two projects, they count as a Guest in each Project. Guests do not have access to Workspace features like Templates, Scheduling, etc.
C) If your Project is not part of a Workspace (i.e Personal)
- You can invite new Members to the project by typing their email address and [Add Member].
Project Subprojects and Tasks
Next, you can start adding Tasks and create Subprojects. Each task can be assigned to either one person a role or multiple people.
Creating a project on your iPhone or iPad (iOS App)
You can create new projects by using your iPhone. Tap on Projects on the left main Cirkus menu and tap on "Add Project".
Then, fill in all necessary details and tap Done.
Once your project is created, tap on its name to access the project details and continue with adding members, roles, and tasks.
You can apply a project template from the "New Project" screen. Tap the "Add Project Template" option and select one of your pre-configured templates.
To learn more about the project templates feature click here.
