Before you start
Ask the workspace owner to enable SolaProjects and assign you to it. Owners should connect SolaBooks before promising financial or billing features.
Steps
- Open SolaProjects from Workspace Home.
- Select New project and enter its code, name, description, customer, manager, and dates.
- Open Team and select Add member. Choose a role: Manager, Member, or Viewer.
- Open Tasks and select New task. Add a title, status, priority, assignee, and due date.
- Use Planning for milestones, epics, and sprints where your plan allows them.
- Review Reports and Activity regularly.
SolaProjects is responsive and installable on a phone. It is English-only in the application. Its AI tab uses local rule-based suggestions in the current production setup; review suggestions before applying them.
Related: Projects, Tasks, Team access, Mobile use.