---
title: Managing Projects
description: This article covers creating and running projects in HiveCRM.
url: "https://hiveplugins.com/docs/managing-projects/"
updated: "2026-09-27"
category: HiveCRM
---

# Managing Projects

This article covers creating and running projects in HiveCRM.

## Create a Project

1. Go to **Hive CRM → Projects**.
2. Click **Add Project**.
3. Fill in the project's name, client, status, and expected duration.
4. Click **Save**.

If you've configured defaults under [Project Settings](project-settings.md), 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](managing-tasks.md).

## 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.

## Related Documentation

- [Projects Overview](projects-overview.md)
- [Project Settings](project-settings.md)
- [Managing Tasks](managing-tasks.md)