How to Create and Manage Projects
LiaLoop makes project tracking simple. Follow this guide to set up your first project, assign your team members, and start collaborating using our connected calendar and Kanban boards.
Creating your first project
Creating a new project in LiaLoop is incredibly straightforward. Whenever you are ready to start organizing work, just look for the "+" (Plus) button directly on your Home page.
Clicking this button opens a clean, simple form where you can enter the essential information about your project:
- Project Details: Give your project a clear Name, Description, and specific Location.
- Status & Priority: Mark how urgent the project is and what its current status is (e.g., Planning, In Progress, Completed).
- Timelines: Select the official Start Date and End Date.
Who can create projects? To keep your workspace organized, only the Workspace Owner and authorized Admins have permission to create, edit, or delete a project. The Owner will always be able to see all projects created by Admins beautifully displayed on the Home page.
Assigning your team members
LiaLoop is built with strict privacy and security in mind. When a project is created, your team members will not be able to see it by default.
To grant access, you must intentionally assign specific members to the project. Simply click on the project, go to the members section, and select the people who will be working on it. Only the members explicitly assigned to a project can view its details, schedules, and conversations.
Using the Interactive Calendar
Once you open the project details page, you will find our beautiful, interactive iOS-design calendar. This is where your team's scheduling comes to life.
You can easily expand and collapse the calendar to get a full view of every task that has been created and assigned.
Creating & Assigning Tasks
Collaboration is key. The Owner, Admins, and any assigned Member inside the project can create new tasks and assign them to each other directly on this calendar.
When you click on a specific task, you open the Task Details Page, which contains everything your team needs to get the job done:
- Task Info: What needs to be done and the exact time it is scheduled for.
- Subtasks: Break the main job down into smaller, tickable steps.
- Discussion Section: A dedicated chat space for your team to communicate, share updates, and ask questions specific to that task.
Managing work on the Kanban Board
Different teams prefer to work in different ways. That is why LiaLoop perfectly connects your calendar with a visual Kanban Board.
Any task that is scheduled on the interactive calendar is automatically generated on your Kanban board. The tools are perfectly linked in real-time.
If you prefer a visual workflow, you can also create new tasks and custom "phases" (like Backlog, Development Phase, and Review Phase) directly on the board. Drag and drop tasks between phases to keep everyone updated on the progress instantly.
Everything is connected: Whether your team prefers looking at dates on the calendar or cards on the Kanban board, LiaLoop keeps the data perfectly synced. Update it in one place, and it updates everywhere.
Still need help?
Our support team is ready to help you get your workspace set up perfectly.