How to Create a Project
This guide walks you through creating a new project in CLOUFE — from opening the project dialog to adding your first scrum board and inviting team members.
What you'll create
A project with a scrum board, milestones, and an invited team.
Permissions needed
Company Owner or Admin. Personal projects require only a user account.
Quota
Check your plan's project limit at /apps/company/:id/upgrade.
After signing in, click the folder icon (📁) in the left navigation bar,
or go directly to /apps/projects. Make sure your active workspace
(company) is set correctly — projects are scoped per company.
- 1 Sign in at
/sign-in. - 2 On the user dashboard, click your company name under Workplace Information to set the active workspace.
- 3 Click the Projects icon in the left sidebar, or navigate to
/apps/projects.
/apps/company/:id/upgrade before continuing.
You can open the project creation dialog from two places:
- A Click the ＋ New Project button in the top-right of the toolbar.
- B Click the ＋ New Project button in the company section header row (next to the quota counter) — this pre-selects that company.
The New Project dialog appears. Fill in the fields below, then click Create.
Enable Milestones
Track project phases with milestone markers
| Field | Required | Details |
|---|---|---|
| Project name | required | The display name of your project. Cannot be blank — the Create button stays disabled until you type at least one character. Keep it short and descriptive (e.g. "Website Redesign Q3"). |
| Description | optional | A brief summary of the project's goal. Shown in the project list below the project name. Supports plain text. |
| Enable Milestones | optional | Toggle on to unlock the Milestone tab on the project detail page. Milestones let you group boards and tasks into phases. You can change this setting later from the project detail view. |
After creation you are automatically redirected to
/apps/projects/{projectId}. The page has a header and several tabs.
The Dashboard tab shows live statistics. All counters start at 0 for a brand-new project and update automatically as you add boards and cards.
| Tab | Who can see | What it does |
|---|---|---|
| Dashboard | All members | Stat cards (boards, cards, due today, overdue) + task distribution chart + schedule widget. |
| Milestone | All members (only if milestones enabled) | Create and manage project phases with start/end dates. |
| Scrumboard | Non-client members | Grid of scrum boards. Create new boards here. |
| Minutes of Meeting | All members | Record, review, and approve meeting minutes. |
| Tickets | All members | Support/issue tickets scoped to this project. |
| Work Log | Non-client members | Aggregated time-tracking records from all boards. |
| Activity Log | Non-client members | Full audit history of actions on this project. |
| Team | Non-client members | Add/remove team members and assign roles. |
| Clients | Non-client members | Invite external clients and manage client groups. |
Click the Scrumboard tab, then click ＋ New Scrumboard. A board is where your team's actual tasks live — you can have multiple boards per project (e.g. one per sprint or one per feature area).
| Field | Required | Details |
|---|---|---|
| Board name | required | Short name for the board. Examples: "Sprint 1", "Backlog", "Design Phase". |
| Description | optional | What this board covers. Shown on the board card in the project's Scrumboard tab. |
| Location | optional | Physical or virtual location (e.g. "Remote", "Office B2"). For context only. |
| Status | required |
Controls the colored dot on the board card. Active On Hold Completed Cancelled |
| Milestone | optional | Links the board to a milestone phase. Only appears when Enable Milestones was turned on during project creation (or later in project settings). |
| Color Theme | optional | Sets a color accent on the board card. Choose from 8 preset colors or the None option (⊘). The selected color shows a darker border ring. |
After clicking Create, the new board appears in the Scrumboard tab grid.
Click the board card to open it at /apps/scrumboard/boards/{boardId}.
Go to the Team tab in the project detail page. You must be an Owner or Manager to manage members.
- 1 Click the Team tab.
- 2 Click Add Member. Search for a colleague by name or email. They must already have a CLOUFE account (or be an employee of the same company).
-
3
Select a role:
Manager — can create/delete boards, manage team, invite clients.
Member — can create/edit cards, log time, comment. - 4 Click Add. The member appears in the team list immediately.
- 5 To invite an external client, click the Clients tab instead and use Invite Client. Clients receive an email with a join link and have read-only access to the project dashboard and milestones.
If you enabled Enable Milestones during project creation, a Milestone tab is available. Milestones represent project phases (e.g. "Discovery", "Development", "Launch").
- 1 Click the Milestone tab.
- 2 Click Add Milestone.
- 3 Enter a name (e.g. "Phase 1 — Design"), a start date, and an end date.
- 4 Optionally add sub-items (deliverables) inside each milestone.
- 5 When creating a scrum board, select this milestone in the Milestone dropdown to link the board to a phase. Progress is calculated automatically from linked cards.
Quick Reference
/apps/projects/apps/projects/{projectId}/apps/scrumboard/boards/{boardId}POST /projectsPOST /scrumboard/boards