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Your First Project

This walkthrough takes you through creating a project, organizing the work, and tracking progress using Heyweek's core features.

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This walkthrough takes you through creating a project, organizing the work, and tracking progress using Heyweek's core features.

Create the project

  1. Open the Projects section from the main navigation.
  2. Click New Project.
  3. Fill in the essentials:
    • Name — a clear, recognizable title (for example, "Website Redesign").
    • Description — a short note on the goal and scope.
    • Color — makes the project easy to spot in lists.
    • Client — link a client if the work is billable.
  4. Set a start date and due date if the project has a timeline.

Add people

Bring your team into the project so everyone can contribute:

  1. Open the project's members and add people by name or email.
  2. Each person keeps their workspace role:
    • Admin — manages the workspace and its settings.
    • User — tracks time and manages projects and tasks.
    • Guest — limited, mostly read-only access, useful for clients.
TIP


You can add a whole team to a project at once instead of inviting people one by one. See Teams.

Organize the work

Heyweek gives you a few ways to plan and track tasks — use whichever fits your project.

Kanban boards

Use a board to visualize work as it moves through stages. Create columns like To Do, In Progress, and Done, then drag cards between them as work progresses. Boards can have their own access levels (Viewer, Editor, Administrator) for finer control. See Boards.

Tasks and to-dos

Break the project into clear, assignable tasks. For each task you can add:

  • A description and any details
  • An assignee and a due date
  • Labels for filtering

Keep tasks specific and assigned to one person so it's always clear who's doing what. See To-Dos.

Track time against the project

As work happens, track time so it's tied to the project from the start:

  1. Open the timer, describe what you're working on, and pick this project.
  2. Press Start, and Stop when you're done.
  3. Or use Add manually to log time after the fact.

Because entries are linked to the project (and its client), they roll straight into reports and invoices. See Time Tracking.

Follow progress

  • Project view — see tasks, members, and activity in one place.
  • Reports — see tracked time roll up by project and client, filtered by date range. See Reports.
  • Files and notes — keep project documents and shared notes alongside the work. See Files and Notes.

A few tips

  • Start with a manageable scope — you can always expand the project later.
  • Decide upfront what "done" looks like so progress is easy to measure.
  • Keep important decisions in the project's notes so the team can find them.

Next steps