How to Create a New Project in Tilvin – A Step-by-Step Guide with Screenshots


Creating a project in Tilvin is simple, fast, and fully customizable. Whether you're managing a client campaign, internal process, or collaborative team effort, Tilvin makes it easy to define project boundaries, task workflows, and team roles — all in a few clicks.

Let’s walk through the full process using the Tilvin project creation interface, with screenshots to guide you.


🟢 Step 1: Go to “Create Project”

From the Projects section, click on the "Create New Project" button. You’ll land on a simple form where you need to fill in:

  • Project Name (e.g., Design Project)

  • Short Code (e.g., DP) — this is used as a quick project reference

  • Description — (optional) brief info about the project

  • Workflow — select from pre-defined workflows like “Default,” or your custom ones under Admin > Process.

At the bottom, you’ll see a visual preview of the selected workflow, such as:

  • Open → In Progress → On Hold → Checked In → QC Testing → Remediation → Closed

This gives you a clear understanding of how tasks will flow in this project.

Click Save to proceed.


🟢 Step 2: Enter Detailed Configuration

Once saved, you’re redirected to the full Project Settings Page, which contains multiple tabs:

  • Details

  • Users

  • Workflow

  • Version

  • Module

  • Settings

Under the Details tab, you can now:

  • Update your description

  • Select the project duration (From – To)

  • Choose a Category or add a new one

Click Save again after filling out the necessary fields.


🟢 Step 3: Assign Users and Roles

Switch to the Users tab to assign team members to this project. You can define who has access and at what level:

  • Admin

  • Contributor

  • Viewer

  • Client

This gives you granular control over who can edit, view, or manage specific areas of the project.


🟢 Step 4: Set or Change Workflow (Optional)

Under the Workflow tab, you can reassign a different task flow to this project — in case the default doesn’t match your current process.


🟢 Step 5: Attach Modules or Versions (Optional)

Use the Module and Version tabs to link additional information if your project structure involves sprints, feature groups, or delivery modules.


And That’s It!

You’ve now created a fully structured project in Tilvin — complete with users, workflows, timelines, and categories.

You’re ready to start adding tasks, tracking progress, and collaborating with your team.


🧠 Pro Tip:

Want to define your own process stages? Go to Admin > Process to create custom task workflows, then assign them to projects during creation.


🚀 Get Started with Tilvin Today

Try it yourself and bring order to your project chaos.
👉 https://www.tilvin.com/Account/SignUp