Create a Project

Add a new project to your portfolio and configure its metadata.

Create a project for each distinct commitment in your portfolio. A commitment qualifies as a project if it has a meaningful end state, benefits from regular sessions, and would suffer from being deprioritized indefinitely.

1. Click the Projects tab.

2. Click New Project.

   The Project dialog opens.

3. In the Project field, enter a short, recognizable name.

   Use a name you will recognize at a glance on the Dashboard. For example: "Novel Draft," "Home Studio Album," or "AWS Certification."

4. In the Description field, enter a one- or two-sentence summary of the project's purpose and desired outcome.

5. Set the Status field.

   • Select Active if you intend to schedule sessions for this project this week.
   • Select Backlog if you are capturing the project but are not ready to start yet.
   • Set the Priority field to a value from 1 (highest) to 5 (lowest).

   Priority is for your reference. It does not affect scoring or display order.

6. (Optional) Enter a Start date and an End date in YYYY-MM-DD format, or click Today to fill in today's date.

7. Click Save.

   The project appears in the Projects list. If status is Active, it also appears on the Dashboard.

After creating a project, add milestones to define its key outcomes. See Create a Milestone.