Creating Projects
Creating Projects
Projects are the core organizational unit in CraftDesk. Each project contains tasks, team assignments, and project-specific settings.
Creating a New Project
To create a project, navigate to your workspace dashboard and click the New Project button in the top-right corner.
Project Details
You'll be asked to provide:
Project Name — A clear, descriptive name for your project. Examples: "Website Redesign Q2", "Mobile App v2.0", "Marketing Campaign". This name appears throughout CraftDesk and helps team members identify the project quickly.
Description (optional) — A brief explanation of the project's purpose and scope. This helps new team members understand what the project is about without reading extensive documentation.
Project Slug — An auto-generated URL-friendly identifier (e.g., "website-redesign-q2"). You can customize this if needed, but it must be unique within your workspace.
Choosing a Template
After entering project details, select a template to define the project structure:
Kanban — Perfect for workflow-based projects. Tasks move through columns representing different stages (To Do, In Progress, Done). Ideal for continuous delivery and quick iterations.
Sprint — Designed for agile teams working in two-week cycles. Includes sprint planning, velocity tracking, and retrospectives. Great for software development teams.
Roadmap — Long-term planning template with timeline visualization. Use this for product roadmaps, quarterly goals, or multi-month initiatives.
Blank — Start with an empty canvas and customize from scratch. Choose this if none of the templates match your workflow.
You can change the template later, so don't worry about choosing perfectly now.
Project Limits
Your workspace plan determines how many projects you can create:
| Plan | Projects |
|---|---|
| Starter | 5 |
| Professional | 25 |
| Business | Unlimited |
When you reach your limit, you cannot create new projects. Archive old projects to free up space, or upgrade your plan for more capacity.
Archiving and Unarchiving
As projects complete, archive them to keep your workspace clean while preserving all historical data. Archived projects are hidden from the main view but remain fully accessible.
To archive: Open the project, click Settings → Danger Zone → Archive Project.
To unarchive: Visit Archived Projects from the workspace menu and click Unarchive.
Archived projects do not count toward your project limit on Starter and Professional plans, allowing you to maintain a large archive without hitting limits.
Deleting a Project
Deletion is permanent and cannot be undone. Only workspace owners can delete projects. To delete:
- Open the project
- Click Settings → Danger Zone
- Click Delete Project
- Confirm by typing the project name
We recommend archiving instead of deleting so you can reference historical data if needed.
Project Organization Best Practices
Use Consistent Naming — Adopt a naming convention like "ProductName - Initiative - TimeFrame" to make projects easy to find and understand.
Leverage Templates — Use templates that match your workflow. Kanban for continuous work, Sprint for time-boxed iterations, Roadmap for long-term planning.
Archive Regularly — Keep your dashboard uncluttered by archiving completed projects quarterly.
Group Related Projects — Use project descriptions to link related projects together conceptually (e.g., "Part of Q2 Product Roadmap").
What's Next
Once you've created a project:
- Configure Project Settings to customize visibility and notifications
- Create Templates for common project types
- Invite Team Members to collaborate