# Projects and tasks

> Set up a job for a customer as a project, split it into tasks for your staff, and follow it on a board.

*Section: Projects and team work · Updated: 2026-10-19 · Needs the plan feature: projects*

By the end you will have set up a job for a customer as a project, such as refitting a hotel kitchen, split it into tasks for your staff, and followed it on a board.

> **Note:** Projects come with some plans only, and they use HR's company and employees: see [Set up HR](/app/help/set-up-hr) and [Employees](/app/help/employees). If **Projects** isn't under **Team & projects** in your menu, your plan or your role doesn't include it.

## Create a project

1. **Open [Team & projects › Projects](/app/projects)** and **click Create.**
2. **Type the title,** such as **Green Valley Hotel kitchen refit**.
3. **Pick the Customer and the Company.**
4. **Pick the Assigned Employees.** The list holds the company's employees. Pick at least one: the project isn't saved without, although the field shows no \*.
5. **Pick the Status:** **Not Started**, **In Progress**, **On Hold**, **Completed** or **Cancelled**.
6. **Set the Start date and Finish date,** add **Details**, and **click Submit.**

![Create project: title Green Valley Hotel kitchen refit, Customer Green Valley Hotel, Company Demo Store, Assigned Employees Grace Auma and Joseph Kato, Status In Progress, Start date 19/10/2026, Finish date 06/11/2026, and Details.](https://armpos.online/storage/help/425da71f65-projects-and-tasks-1-project.webp)
*Assigned Employees come from HR, not from your users.*

## Split it into tasks

1. **Open [Team & projects › Tasks](/app/tasks)** and **click Create.**
2. **Type the title,** such as **Deliver cookware and utensils**.
3. **Pick the Project and the Company,** then the **Assigned Employees**.
4. **Pick the Status,** set the **Start date** and **Finish date**, and **click Submit.**

![Create task: title "Deliver cookware and utensils", Project Green Valley Hotel kitchen refit, Company Demo Store, Assigned Employees Joseph Kato, Status Not Started, Start date 26/10/2026, Finish date 27/10/2026.](https://armpos.online/storage/help/f774fddb0e-projects-and-tasks-2-task.webp)
*A task belongs to one project. Give it to whoever does it.*

## Follow them

Projects and tasks each open with counters (**Completed**, **Not Started**, **In Progress**, **Cancelled**) and a **Kanban** board with a column per status. **List** shows them as a table instead, with **Filter**, **PDF** and **EXCEL**.

![The Projects board: List, Kanban, Filter, PDF, EXCEL and Create, then the columns Not Started (0), In Progress (1) with Green Valley Hotel kitchen refit for Green Valley Hotel, and On Hold (0).](https://armpos.online/storage/help/b177ab8a48-projects-and-tasks-3-projects.webp)
*Each project sits in the column of its status.*

![The Tasks board: Not Started (2) with "Show kitchen staff the new blenders" for the Green Valley Hotel kitchen refit project, and In Progress and On Hold empty.](https://armpos.online/storage/help/c99c5b0bdd-projects-and-tasks-4-tasks.webp)
*Change a task's status to move it along the board.*

To move a project or a task along, open it with **Edit** and change its **Status**. Projects and tasks don't touch stock or money: sell what the job needs as usual, and link the money with a [contract](/app/help/contracts) if you like.

## What's next

Put the agreement in writing: [Contracts](/app/help/contracts).