Where a job begins
This is where a job begins. The ten minutes Youssef spends here decide whether the rest of the team ever finds anything, so it is worth doing slowly.
Four jobs run at once here — the twin villas, the Korba roastery, the Arkan clinic, a penthouse in San Stefano. Each is one record, with its own people and money.
Open one and the overview shows what matters before you scroll — the team on it, the money, and the last thing that happened on site.
Everything for that job lives under its own tabs. The people are in Members, the numbers are in Analytics, and the configuration that rarely changes is in Settings.
A project is also tied to its client and its sites, written down once. When Rania rings about her café, the team does not have to ask which job she means.
Starting a new one
Now Youssef starts a fresh one: a studio apartment refit in Maadi for a returning client. The wizard takes it in three short steps, so nothing essential gets skipped.
He gives it a name and a line of description. The project key — the short code that will prefix every task on the job — is generated from the name as he types.
Next he picks a template for the board’s stages. He does not invent the flow from nothing; the template gives him a sane starting point to edit later.
The project is live the moment he confirms it — empty, but ready for its first tasks and its first person. A job that exists here is a job the whole team can see.
The habit
One habit worth building: before you add a single task, fill in the client, the sites and the people. A job set up in a hurry is the one you will be untangling three months in.
What just happened
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Where a job begins
This is where a job begins. The ten minutes Youssef spends here decide whether the rest of the team ever finds anything, so it is worth doing slowly.
-
Starting a new one
Now Youssef starts a fresh one: a studio apartment refit in Maadi for a returning client. The wizard takes it in three short steps, so nothing essential gets skipped.
-
The habit
One habit worth building: before you add a single task, fill in the client, the sites and the people. A job set up in a hurry is the one you will be untangling three months in.
Open projects Opens Taskity in your own project.