This article covers creating and running projects in HiveCRM.
Create a Project #
- Go to Hive CRM → Projects.
- Click Add Project.
- Fill in the project’s name, client, status, and expected duration.
- Click Save.
If you’ve configured defaults under Project Settings, the status, currency, and duration are pre-filled automatically.
Move a Project Through Its Statuses #
Open the project and update its Status field as work progresses (for example from Planning to In Progress to Completed).
Add Tasks to a Project #
From the project’s detail page, add tasks scoped to that project so your team can track individual work items — see Managing Tasks.
Assign Team Members #
Open the project and assign staff members so the right people on your team have visibility and ownership.
Discuss and Attach Files #
Use the project’s discussion thread to keep project-related comments in one place, and attach files (briefs, deliverables, contracts) directly to the project record.
Delete a Project #
Open the project and click the delete action, then confirm. Deleted projects are moved to Trash and can be restored before being permanently removed.
