Make your first project in the Work Room

This is where you will create and manage your projects. The Workroom enables you to better organize the work and makes it easier to coordinate a team.

 

You can create projects for anything, from major one-time initiatives such as launches, campaigns, and publications, to tasks that are ongoing and will be repeated over time, like translations, reports, administrative tasks, meetings, database management, recruitment, etc.

 

Insider's Tip:

 

TransparentBusiness allows companies that provide services to others to link each project to a client. This is particularly useful when you also create an internal client with the name of your company, which will help analyze, for example, how much time your team spends resolving internal processes instead of working directly with your customers. Once you identify the most time-consuming internal tasks, you can make decisions to simplify them, so your team spends more of their time in revenue-generating tasks.

 

 

There are two ways of looking at projects: the card and the table view.

 

The project cards help you find a project via the cover and, let's face it, it looks gorgeous. The table view is handier when you need to filter and organize results.

 

To toggle between Card View and List View, click on the icons located in the top right corner.

 

 

And now, let’s create a project. In the Workroom, click on “Add Project” button.

 

 

A pop-up window will appear containing a project creation form. You are only required to give your project a name, as all the other fields are optional. However, the more info you can include, the more descriptive your project will be.

 

 

Insider's Tip:

 

To quickly change the month or the year, click in the center of the blue bar at the top of the calendar and select the month. If you click in the center of the top bar again, you can select a different year. All the calendars in the platform work the same way.

 

 

Let’s finish creating that first project. Once you've completed and saved the initial project creation pop-up you'll be taken to the project page, where you can add a cover image, create tasks, assign them to users with an hour cap, add files, descriptions, and much more.

 

You will be able to edit and make changes to your project as many times as necessary. Just click on the field you want to change and start typing. All changes will be saved automatically.