Creating a new project

On our platform, you can successfully plan, manage, and track your workload. Through Lano projects, you can access multiple features that will boost your productivity.

Please note: The Lano Projects are only available if you book the control module. Please direct any questions about this feature to our sales team (sales@lano.io).

Step 1:

To create a new project, select Projects in your menu bar and click on "Add project" in the top right corner.

Step 2:

This opens an editing screen. Here, you can add information about your project:

• Title: Provide a name for your project.

• Budget (optional): Allocate a budget.

Please note: The budget won’t be visible to your contractors working on the project.

• Description: Add a short description of your project goal.

• Project period: Set a time frame for your project.

• Templates (optional)

• Tasks (optional): Add a task within your project and allocated a fee for the task.

Step 3:

If you want contractors assigned to the project to be able to see every single task within the project, activate the slider for "Shared project".

Please note: When adding a contractor to a project, they will have limited access to the information and will not be able to see the fees of other contractors (see screenshot below).

Step 4:

Click "Create" in the bottom left corner to save your project.

Step 5:

As soon as you have created the project, you can add more tasks and assign them to external partners.

Step 6:

After completing all the tasks in the project, you can archive it.

To get all relevant information about a project, select Projects in the menu bar and click on the project title.

1. Basic information

Here, you can quickly find answers to all important questions concerning this project:

• What is the project name?

• What is the project status?

• What is the budget?

Please note: Contractors cannot view the budget allocated to this project.

• Who has created the project?

• What is the project’s expected duration?

• How much money has been spent already?

• When was the project’s last update?

• When was the project created?

• What does the project flow look like?

• What steps have been taken and what are the next milestones?

2. Project details

This is where you can see a short project description. You can also add documents (project briefing etc.) that can be opened by everyone working on tasks within this project.

3. Tasks

In this section, you can find all tasks that have been created within a project, as well as who is working on a certain task and its status.

4. Partners

See an overview of all external contractors who are working on the project.

• To invite freelancers to a project, click on the "plus" button in the top right corner and select the contractors you want to invite.

• You also have the option to allow your freelancers to create tasks on their own by activating this slider.

5. Company Users

Here, you can find all team members from your company that have been invited to this project. You can add more by clicking the "Plus" (+) button.

Please note: All admins have access to projects and can always edit the project’s settings without the need to be added.

6. Notes & comments

In this section, you can add notes to a project that are only visible to you and your team members. You can also leave comments that can be seen by external contractors.

You can also use templates when creating a new project. This can be especially useful for recurring projects. Simply create a template that you can repeatedly use for future projects by navigating to Settings > Projects and Tasks.