Zoliax Guide · Chapter 2

Create your first project

The start guide sets up your first project in four steps. Here is what each step does, and how to change it later.

The four steps

1. Pick the kind of work you do: software, marketing, operations, customer service or client work.
2. Name the project. Short and clear works best: “Website relaunch”, “Support requests”.
3. Choose the work item types you need: task, story, bug, improvement. Epics and sub-tasks are always there.
4. Check the columns. Rename, remove or add your own, then choose whether to add a few example items.

Your first items

Click Create, give the item a title and a type, and press Enter. Open it to add a description, an assignee, a due date and a checklist.

Move work forward

Drag a card to the next column when it moves on. Columns can have rules: for example, an item may only enter “In review” when someone is assigned.