Projects are where work actually gets done in Cloviq. They hold your tasks, files, and conversations in one organised place. Here is how to build your first one.
- Open a workspace and click New project
You will find the button in the top right of any workspace, or by right-clicking the workspace in the sidebar. - Give your project a name and description
Be specific enough that a teammate would understand its purpose at a glance. - Choose a default view
List view works well for straightforward task lists. Board view is great for tracking progress through stages. Calendar view is ideal for deadline-heavy projects. - Set a project start and end date
Project dates appear in your workspace timeline and calendar view. This step is optional. - Add your first tasks
Click New task inside the project and start adding. Hit Enter after each task to create the next one rapidly. - Assign tasks and add due dates
Click any task to open it. Assign it to yourself or a collaborator, set a due date, add a description, and attach any relevant files.
Tips
- Start with a template if you are not sure how to structure your project — Cloviq has templates for common project types.
- You can convert any note into a project if your planning has outgrown a freeform document.