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Adding Projects and Tasks

🧱 Learn how to create a new project in Trovi and add a task, including hourly rate, client, and notes. This gives you a foundation for time tracking and report generation.

❓ How to create a new project and task in Trovi?

Learn how to create a project, add a task, set an hourly rate, and assign a client. This allows you to efficiently track time from the very beginning.


🧱 How to create a new project

  1. Go to the Projects and tasks section.
  1. Click Add your first project (or New project or task if you already have some).
  1. A New Project dialog will appear.
  1. Fill in the following fields:
      • Project name
      • Client (if you haven’t added any yet, click Add new client)
      • Hourly rate – used in time reports and billing
      • Project color – helps visually distinguish your projects
  1. Confirm by clicking Create project

✍️ How to add a new task

After creating a project, you can add a task:

  1. Click New project or task
  1. Under New task, fill in:
      • Task name
      • Assign it to a client and project
      • Optionally: tags, deadline, estimated time, internal or client notes
  1. Click Create request

❗ Things to watch out for

  • You cannot create a project without a client – you must first add one in the Contacts section
  • Projects can be created without tasks, but to track time, you need at least one task
  • The hourly rate can be changed later, but it only applies from that moment onward

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📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.

 
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