Create Your First Project

Projects are containers for tasks and teams in Vailo.

Creating a Project

1. Go to your workspace dashboard

2. Click "Create Project" button

3. Fill in project details:

   • Name: Project name (e.g., "Website Redesign")
   • Description: Project overview
   • Start Date: When the project starts
   • End Date: Target completion date

4. Click "Create"

Configuring Your Project

Add Team Members

1. Go to Project Settings → Members
2. Click "Add Member"
3. Select team members to add
4. Click "Add"

Create Teams

1. Go to Teams tab
2. Click "Create Team"
3. Add team name and members
4. Assign a team leader

Set Up Tags

Tags help you categorize tasks within the project.

1. Go to Project Settings → Tags
2. Click "Add Tag"
3. Enter tag name and color
4. Click "Create"

Project Permissions

• Owner, Admin and Manager: manage the project, its members, teams and settings
• Every project member: works on the project's tasks

Project Views

• Board: Kanban-style task board
• List: Traditional list view
• Calendar: View by due dates
• Timeline: Gantt chart view

Next Steps

• Create Your First Task
• Set Up Teams