Quick Create
Click the + New Project button from the Projects page or dashboard
Enter a project title
Click Create
The project is created with default settings and you can fill in details later.
Detailed Create
For a more complete setup:
Step 1: Basic Information
Click + New Project
Fill in the project details:
Title - A clear, descriptive name
Description - What this project is about
Status - Usually starts as "Active"
Start Date - When work begins
Due Date - Target completion date
Step 2: Team Assignment
Owner - Primary person responsible
Team Members - Add contacts who will work on this project
Step 3: Organization Link
If this project is for a client:
Select the Organization this project belongs to
This helps organize projects by client
Step 4: Tags and Categories
Add Tags to categorize the project
Tags help with filtering and reporting
Step 5: Create
Click Create Project to finish.
Creating from a Template
Use an existing blueprint to jumpstart your project:
Click + New Project
Click Create from Template
Browse available templates:
System Templates - Pre-built templates from Kaana
My Templates - Templates you've created
Select a template
Customize the details
Click Create
The project will include pre-configured phases, tasks, and milestones from the template.
Duplicating a Project
Copy an existing project:
Open the project you want to copy
Click the ... menu
Select Duplicate Project
Give the copy a new name
Choose what to include:
Phases and milestones
Tasks
Requirements
Click Duplicate
Best Practices
Naming Projects
Use clear, descriptive names
Include the client name if applicable
Consider a naming convention for consistency
Setting Dates
Set realistic start and due dates
Account for dependencies between projects
Leave buffer time for unexpected delays
Assigning Owners
Every project should have a clear owner
The owner is responsible for overall progress
Owners receive notifications about their projects
Using Tags
Create consistent tags across projects
Examples: by department, project type, or priority
Tags make reporting and filtering easier
What Happens Next
After creating a project:
Add phases to structure the work
Create tasks for specific deliverables
Upload relevant documents
Add team members and contacts
Start logging activities