Starting a New Project

In this guide, we will go through the steps involved to kick off a new Project using iC2 Projects App.

Step One: Add New Project

• From the top navbar, select ‘Add New’

• Then select ‘New Project’

Step 2: Fill Out The Start New Project Popup

Select from a Project template or start a blank project.

Give the project a name, assign it to a client and allocate the new revenue to be generate by the project.

Finally, click ‘Start Project’

Step 3: Share Project With Team Members

Share the project with other members of your team.

You can create groups of team members into a ‘Team’ for your Projects in the user profile section of iC2.

Step 4: Start Working On The Tasks In The Project

Start working on your Project

You can pre-assign tasks to team members using the Project Template feature.

All team communication can be done from within the Project.

Step 5: Adding a New Task

You can add a new task by selecting the ‘+ icon’

Fill out the details of the new task including the Subject, Stage, Priority, Due Date, Assigned To and Status.

Once created, you can edit the task to add in the instructions of what you want completed in the task

Adjusting Project Settings

You can adjust the settings of your Project using the Settings Icon.

In the settings, you can edit the Project name, Client and Revenue.

You can also toggle on notifications and Task Automation.

The Task Automation feature will automatically update the status of the next task in the Project to ‘Ready To Start’ once a task have been ‘Done’.

Finally, you can update the Status of the Project to Completed once all tasks are Done..