Creating Projects

Projects are the core organizational unit in IntuitivePM. Each project contains its own board, tasks, epics, sprints, and team members. This guide covers everything from creating a new project to managing settings and archiving old ones.

Manual Project Creation

To create a project manually:

1. Click the + New Project button in the sidebar or on the Projects page.
2. Fill in the project details:
   • Name — A clear, descriptive name for the project (for example, “Q2 Marketing Campaign” or “Mobile App v2”).
   • Description — A brief summary of the project’s purpose and goals. This is visible to all project members and helps new team members understand the context.
   • Visibility — Choose Private (only invited members can see it) or Company (visible to everyone in the company workspace).
3. Click Create Project.

Configuring Workflow Lanes

Every project uses workflow lanes to represent the stages that tasks move through. IntuitivePM provides three default lanes:

• To Do — Tasks that have not been started.
• In Progress — Tasks currently being worked on.
• Done — Completed tasks.

You can customize these lanes to match your team’s workflow. To manage lanes:

1. Open your project and go to Settings > Workflow.
2. Click + Add Lane to create a new lane. Common additions include In Review, QA, Blocked, or Ready for Deploy.
3. Drag lanes to reorder them. Tasks flow from left to right on the Kanban board, so arrange lanes in the order work progresses.
4. To rename a lane, click its name and type the new label.
5. To delete a lane, click the trash icon next to it. Any tasks in that lane will need to be moved to another lane first.

Workflow lanes are project-specific, so different projects can have different workflows without affecting each other.

AI Project Assist

AI Project Assist lets you describe a project in natural language and generates a complete project structure automatically. This is useful when you have a high-level idea but need help breaking it down into actionable work items.

How It Works

1. Click + New Project and select the AI Project Assist tab.
2. Write a description of your project. Be as detailed as you like — the more context you provide, the better the output. For example:

We're building an e-commerce platform for handmade goods. The platform needs
user registration, a product catalog with search and filters, a shopping cart,
checkout with Stripe integration, order tracking, seller dashboards, and an
admin panel. We're using React for the frontend and Node.js for the backend.
Target launch is Q3 2026.

3. Select your preferred AI service from the dropdown. Available services depend on what your company has approved, usually Claude, OpenAI, or Gemini. Enterprise companies may also provide a custom OpenAI-compatible service.

4. Click Generate. AI Project Assist analyzes your description and produces:

   • Epics — High-level work streams (for example, “User Authentication”, “Product Catalog”, “Payment Integration”).
   • Tasks — Individual work items within each epic, with descriptions, suggested story points, and acceptance criteria.
   • Milestones — Key checkpoints for tracking overall progress.

5. Review the generated structure in the preview panel. You can:

   • Edit any epic or task title, description, or estimate.
   • Remove items that are not needed.
   • Add additional items manually.

6. Click Confirm to create the project with the generated structure.

Example Prompt and Output

Here is a real example of the kind of input and output you can expect from AI Project Assist:

Prompt:

Build a mobile app for food delivery with user authentication, restaurant listings,
order tracking, and a rating system. Target: iOS and Android. Backend: Node.js + PostgreSQL.
Launch in Q3 2026.

Generated output (summary):

• Epic: User Authentication → Tasks: Registration flow, Login/logout, Password reset, OAuth (Google), JWT session management
• Epic: Restaurant Listings → Tasks: Listing page, Search and filter, Restaurant detail page, Menu display, Image CDN integration
• Epic: Order Tracking → Tasks: Cart management, Checkout flow, Payment integration (Stripe), Real-time order status, Push notifications
• Epic: Ratings & Reviews → Tasks: Post-delivery rating prompt, Review submission, Average rating calculation, Display ratings on listing

Each task includes a suggested story point estimate, a description, and acceptance criteria. You can edit any item before confirming.

For more AI automation beyond project creation, see Virtual Colleagues.

Setting Member Permissions

Each project member is assigned a role that determines what they can do within the project. IntuitivePM uses four roles:

Permission Matrix

The table below summarizes what each role can do at a glance:

Managing Members

1. Open your project and navigate to Settings > Members.
2. To invite a new member, click Invite Member, enter their email, and select a role.
3. To change an existing member’s role, click the role dropdown next to their name and select the new role.
4. To remove a member, click the remove icon next to their name. Tasks assigned to a removed member will remain in the project but become unassigned.

Members inherit their role from the company level by default, but you can override roles on a per-project basis. For example, a company-level Member can be promoted to Admin for a specific project.

Project Settings

Access project settings by clicking Settings in the project sidebar. Available options include:

• General — Update the project name, description, and visibility.
• Workflow — Manage workflow lanes as described above.
• Members — Invite, remove, and change roles for project members.
• Labels — Create and manage labels for task categorization (for example, “bug”, “feature”, “design”, “infrastructure”).
• Integrations — Configure project-specific Slack, Teams, or Email notifications.
• Danger Zone — Archive or permanently delete the project.

Archiving Projects

When a project is complete or no longer active, you can archive it instead of deleting it. Archiving preserves all project data while removing it from the active project list.

1. Go to Settings > Danger Zone.
2. Click Archive Project.
3. Confirm the action.

Archived projects can be found in the Archived tab on the Projects page. You can restore an archived project at any time by opening it and clicking Restore Project.

If you need to permanently remove a project and all its data, use the Delete Project option in the Danger Zone. This action is irreversible.