Create your first project

Create a project from a template

Your administrator can prepare project templates. A template brings a workflow, task types, field collections and the views the project uses.

Open the Space

Go to the Space where the project belongs.

Click + New Project

The project creation dialog opens.

Choose a template

Pick a template from the gallery. Each template shows its workflow, task types and field collections.

Click Create Project

Collabase applies the template’s configuration to the new project.

If there is no fitting template, you can set up the workflow, task types and fields yourself. See Setting up a project.

Add project members

Space membership does not give access to every project. Add people under Project → Settings → Members.

Role	What they can do
Owner	Configures the project, including workflow, members and SLA policies.
Member	Creates, assigns, updates and resolves tasks. Manages sprints and queues.
Viewer	Reads tasks and all views.

Views

Switch views with the view toggle in the top bar of the project.

View	Best for
Board	Moving tasks between status columns
Work Items	A sortable table to search and review many tasks
Sprints	Tracking the active sprint
Backlog	Tasks not yet planned into a sprint
Roadmap	A timeline of tasks with start and due dates
Queues	Triage by named filters

Create a project from a template