Create a Project

Overview

Projects in MangoApps provide a structured workspace for managing tasks, collaborating with team members, and tracking progress towards specific goals. They are ideal for initiatives that require task assignments, deadlines, and milestone tracking. Creating a project ensures team members stay organized and on track.


Steps to Create a Project

1. Navigate to the Teams Section

  • From any page in MangoApps, click on Teams in the main menu.

  • Select Projects from the dropdown list.

2. Create a New Project

  • Click on Create Project.

3. Provide Project Details

  • Project Name: Enter a name that clearly represents the project’s purpose (e.g., Website Redesign, Product Launch).

  • Short Description: Provide a summary of the project’s objectives (limit: 2,000 characters).

  • Upload a Photo: Add an image or logo to represent the project.

  • Assign Categories: Choose relevant categories to help employees find the project easily.

4. Set Project Permissions

  • Public: Anyone in the network can join and participate.

  • Private: Users must be invited or request access.

  • Unlisted: Only invited members can view or find the project.

5. Set Default Membership Roles

  • Member: Users can participate and view content.

  • Admin: Users can manage project settings and permissions.

6. Configure Additional Settings

  • Assign Hashtags: Add searchable hashtags for easy discovery.

  • Select Modules: Enable or disable features such as file sharing, wikis, tasks, and calendars.

  • Set Start and Completion Dates: Define project timelines.

  • Choose a Time Zone: Ensure all deadlines align with team locations.

7. Save and Finalize

  • Click Save and Exit to complete the setup.

  • Alternatively, click Save and Continue to configure additional settings, such as custom fields.


Managing and Configuring the Project

Once created, project settings can be modified as follows:

  • Edit Project Details: Navigate to the project page and click on Edit.

  • Manage Membership: Add or remove users from the project.

  • Customize Layout: Adjust project modules, appearance, and notifications.

  • Enable Integrations: Connect third-party tools for enhanced functionality.


Best Practices for Projects

  • Keep Tasks Organized: Assign and track tasks with deadlines and priorities.

  • Engage Team Members: Regularly update the project feed with progress reports.

  • Monitor Project Health: Use built-in tracking tools to identify at-risk tasks.

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