How to Add a Project in Teamiy

Adding a project in Teamiy means creating a structured workspace where tasks, team members, deadlines, and resources are organized in one place.

Step-by-Step Detailed Process

Step-01: Log in to Teamiy Dashboard

First, open Teamiy and log in to your account.

What happens here:

• You enter your email and password

• The system opens your main dashboard

• You can see modules like:

  • Employees

  • Attendance

  • Payroll

  • Projects

  • Reports

Keypoint: The dashboard is the control center for managing all activities.

Step 02: Go to the Project Management Section

From the left sidebar or main menu, click:

Projects under Project Management

Purpose of this section:

• View existing projects

• Track ongoing work

• Create new projects

• Monitor deadlines and progress

Keypoint: This section serves as the project workspace.

Step 03: Click “Create Project."

Now click:

+ Create Project

What this button does:

• Opens a project creation form

• Allows you to enter project information

• Creates a new project workspace

Keypoint: This is the main step, where a new project is added.

Step-04: Enter Project Details

You will see a form that requires important information.

1. Select Branch

This field allows you to choose the company branch where the project will be created.

Purpose:

• Assigns the project to a specific company location

• Controls which departments and employees can access the project

• Keeps projects organized, branch-wise

📌 You must select a branch first because departments and members depend on it.

2. Project Name

This is the main title of the project.

Purpose:

• Identifies the project in the system

• Helps team members understand what the project is about

• Appears in project lists and reports

Example:

• Website Development

• HR Management System

• Marketing Campaign 2026

• Mobile App Design

📌 Choose a clear and professional project name.

3. Project Start Date

dd/mm/yyyy

This is the date when the project will begin.

Purpose:

• Defines when work starts

• Helps calculate timeline and progress

• Used in reports and tracking

📌 The system will track progress based on this date.

4. Project Deadline

dd/mm/yyyy

This is the final date for completing the project.

Purpose:

• Sets project completion timeline

• Helps monitor delays

• Improves task planning

📌 If not set, the project may run without a strict timeline.

5. Project Status

Select Project Status

This defines the current stage of the project.

Common Options:

• Not Started

• In Progress

• On Hold

• Completed

• Cancelled

Purpose:

• Shows project progress

• Helps managers track work

• Improves project monitoring

📌 Usually set to Not Started at creation.

6. Priority

Select Priority

This sets the project's importance level.

Options:

• Low

• Medium

• High

• Urgent

Purpose:

• Helps teams focus on important projects

• Supports better time management

• Improves decision-making

Example:

Website Development → High Priority
Web Content → Medium
Social Media → Low

7. Estimated Hours

Enter Estimated Hours

This is the expected number of working hours needed to complete the project.

Purpose:

• Helps with time tracking

• Supports workload planning

• Used in performance reports

Example:

• 120 hours

• 200 hours

• 40 hours

📌 Helps managers allocate resources properly.

8. Select Department

This field becomes active after selecting a branch.

Purpose:

• Assigns the project to a specific department

• Organizes work within the company structure

• Controls team access

Example:

• IT Department

• HR Department

• Marketing Department

📌 Department depends on the selected branch.

9. Upload Project Logo

(.jpg, .jpeg, .png)

This allows you to upload a project image or logo.

Purpose:

• Visual identification of the project

• Makes the project easy to recognize

• Improves UI and organization

Example:

• Website logo

• Company project image

• Campaign banner

📌 Optional but useful.

10. Assign Members

Select the branch first

This field allows you to assign employees to the project.

Purpose:

• Select team members

• Give access to the project

• Assign responsibilities

Example:

• Project Manager

• Developer

• Designer

• HR Officer

📌 Only branch employees appear here.

11. Attachments

(.pdf, .docx, .zip, .jpg, .jpeg, .png)

You can upload project-related files.

Purpose:

• Store important documents

• Share project resources

• Keep files in one place

Example:

• Project proposal

• Requirements document

• Design files

• Planning sheets

📌 Drag & drop files to upload.

12. Description

This is the detailed explanation of the project.

Purpose:

• Explains project goals

• Provides instructions

• Helps the team understand requirements

Example:

This project focuses on developing a company website with blog, contact system, and admin dashboard within 30 days.

📌 Write a clear and detailed description.

Step 05: Save or Create Project

Click:

Create or Create & Send Notification

What happens now:

• The project is created

• It appears in the project list

• Team members get access

• Tasks can be added

📌 The project becomes active in the system.

Step-06: Add Tasks Inside the Project

Step-07: Monitor and Manage the Project

Inside Teamiy, you can:

• Track progress

• Monitor deadlines

• Check working hours

• Upload files

• Communicate with the team

• Generate reports

📌 This ensures smooth project execution and productivity.

Simple Workflow

Login → Projects → Create Project → Add Details → Save → Add Tasks → Track Progress