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This tutorial guides you through creating a new project from scratch.

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Requirements

1

Create a blank project:

From the Gorelo app, open the lateral menu and click Projects. The section displays a list of all projects in Gorelo. To add a new one, click + Project.
2

Fill in the required fields:

  • Title.
  • Description (optional).
  • Client: select from the drop-down menu.
  • Location: automatically filled according to the selected client, edit it as needed.
  • Lead: select from the drop-down menu to assign someone from your team who’s in charge of the project.
  • Type: select from the drop-down menu.
  • Tags (optional): select a tag from the list.
  • Group: select who Gorelo will notify of the project’s updates.
Click Create. Gorelo now displays your project’s empty dashboard.
3

Add a due date (optional):

From the project right-hand lateral menu, add a due date for this project. From this menu, you can also change the project’s details as it evolves.
4

Create sections (optional):

Navigate to the **TABLE **tab. You can choose how Gorelo displays the project dashboard.Sections can be useful to group tasks by scope or areas. If you need custom sections, click + ADD SECTION. Add as many sections as you need for this project.If you prefer to see the project’s tasks by statuses, click Group by and select Statuses. The sections now automatically group tasks by statuses.
5

Create tasks:

Under the relevant section/status, click Add task and fill in the following fields:
  • The title of task.
  • The section/status for the task.
  • One or more assignees (optional).
  • A due date (optional).
  • The priority level (select No Priority if it doesn’t apply).
  • Click the disk icon to save the task.

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Next steps

Now that you have the basic project structure ready, learn how set up task details and save the project as a template for future reuse:

Set up a recurring task with checklists

Learn how to create and use checklists to ease task completion for you and your team.

Create a project template

Create and save project templates for recurring projects like onboarding, offboarding, and security audits.