How do I create a project in LocalPM?

Every piece of work in LocalPM belongs to a project, so creating one is the first step.

Steps

1. Open /tools/localpm/. You'll land on the Projects dashboard.
2. Select New Project (on an empty dashboard the button reads Create Project).
3. Fill in the dialog:
   • Project Name (required), for example "Website Redesign"
   • Key (required), a short uppercase code of up to 6 characters. LocalPM suggests one from the first 5 letters of the name as you type, and you can change it.
   • Description (optional), a line or two about what the project covers
4. Select Create Project.

The new project appears as a card on the dashboard showing its key, name, progress bar, and story, point, and member counts. Select the card to open the project's Overview.

To close the dialog without creating anything, press Esc.

If you'd like to look around first, select Explore a sample project on the empty dashboard. It adds a sample project (key SAMPLE) with sprints, epics, a team, a standup, and a retro, so you can see every view filled in. Delete it from its Overview page when you're done.

What to do next

Once the project exists, the sidebar gives you its views. A typical setup order is:

1. Add people under Team (see How do I add team members and set capacity?).
2. Create epics under Epics if your work has larger themes.
3. Add stories in the Backlog (see How do I create a story, bug, task, or spike?).
4. Plan your first sprint under Sprints.

Things to know

• Choose the key carefully. The key appears in the project's address (for example #/projects/WEB), so changing it later breaks any bookmarks. You can change the name, key, or description with Edit project on the project's Overview page. Read What is a project key in LocalPM? for tips.
• To delete a project, use Delete on its Overview page. See How do I reset LocalPM or delete a project?

For a fuller walkthrough, read Creating a Project From Scratch: LocalPM Setup Guide.