Getting started with SolaProjects

This guide takes you from an empty SolaProjects workspace to a running project with a team, tasks and a first plan. It takes about 15 minutes.

Where to find it

• Portal: Workspace Home → Your apps → SolaProjects → Open app.
• URL: /projects/dashboard (the app always starts on the Dashboard).

Before you start

If you can open the app but do not see New project on the Projects page, your role does not allow creating projects. Ask an owner for the Projects Administrator role or a project creation grant.

Step 0 — Find your way around

The burger button (☰) collapses the sidebar to an icon rail; hover an icon to see its name. On a phone it opens the sidebar as a drawer.

Step 1 — Create your first project

1. In the sidebar, click Projects.
2. Click New project (top-right of the filter bar).
3. Fill in the New project dialog:
   • Code (required) — a short unique code, for example ALN-FIT. It is saved in capitals and becomes the prefix of task keys.
   • Name (required) — for example Al Noor Showroom Fit-out.
   • Description, Customer, Manager, Start date, End date (optional).
4. Click Create project. You see Project created. and the project's Overview opens.

You and the manager you picked are added to the project as Manager automatically. New projects start as Active and non-billable. See Projects for every field.

Step 2 — Add your team

1. In the project section of the sidebar, click Team.
2. Click Add member (top-right).
3. Type in Find user to search by name or email, choose the person in User, and pick a Role: Manager, Member or Viewer.
4. Click Add. You see Member added.

See Team for what each role can do and how to invite clients.

Step 3 — Create tasks

1. Click Tasks. The board opens with columns Backlog, To Do, In Progress, Review, Done and Cancelled.
2. Click New task (top-right), or Add a card at the bottom of a column to create a task in that status.
3. Enter a Title (required). Optionally set Status, Priority (default Medium), Assignee, Reviewer, Start date, Due date, Story points, Estimate minutes and Type.
4. Click Create task.

Drag cards between columns as work progresses. Click a card to open its details drawer for comments, checklists, attachments, subtasks and dependencies. See Tasks.

Step 4 — Plan milestones (and sprints)

1. Click Planning.
2. Click New milestone, enter a Name and a Due date, and click Create.
3. On Standard plans and above you can also add epics and sprints.
4. Link tasks to a milestone, epic or sprint from the task drawer's Planning section.

See Planning.

Step 5 — Track progress

• Overview shows completion, open, in-progress, overdue, due-this-week and blocked counts, and lists overdue, blocked and due-soon tasks.
• Dashboard shows the same signals across all your projects.
• Activity records every change in the project.
• On Standard plans and above, team members log time in Time or My Time.

Step 6 — Share with your client (optional, Standard plan and above)

1. On a task the client should see, tick Guest-visible and save.
2. On Team, in Client and guest access, enter the client's email, keep Viewer and click Invite. Copy the Latest access URL and send it.
3. Or click Share dashboard for a no-login read-only progress page.
4. For incoming requests, click Create intake form; submissions become tasks.

See Team and Guest share links.

Step 7 — Connect SolaCount (optional, Professional plan and above)

1. In the sidebar click Integrations.
2. If the badge reads Ready to connect and you are the owner or a finance manager, click Connect SolaCount and follow the 4 steps. Otherwise click Notify an administrator.
3. When Connected, each project's Overview shows a Finance section.

See Integrations (workspace).

Step 8 — Make the app yours

• Dashboard → Widgets: hide cards you don't need and Save layout.
• Notifications → Notification preferences: choose mentions, follower updates and a daily or weekly Email digest.
• Projects: star the projects you use most so they sort to the top.

Worked example

Al Noor Trading LLC (Dubai) wins a showroom fit-out for a customer:

1. Fatima (owner) gives Omar Haddad the Projects Manager role with a creation grant, and Layla Mansour and Yousef Karim the Projects Member role in the Portal.
2. Omar creates project ALN-FIT Al Noor Showroom Fit-out, customer Meem Trading, start 1 November, end 15 December.
3. On Team he adds Layla and Yousef as Member and the site supervisor as Viewer.
4. On Tasks he creates Approve floor plan (High, due 5 November, assignee Layla) and Order joinery (Medium, assignee Yousef).
5. On Planning he creates the milestone Design sign-off due 10 November and links both tasks to it.
6. After SolaCount is connected, Fatima sees the project's revenue and cost on its Overview in AED.

Common problems

Related

• SolaProjects overview · Top bar and account menu · What's new since 5 October 2026
• Dashboard · My Tasks · My Time · Notifications
• Projects · Project Groups · Integrations (workspace)
• Overview · Tasks · Team · Files · Calendar · Activity · Planning
• Team (Portal)