Guided Project Creation & AI Task Generation Projects New
A brand new multi-step project creation wizard makes it easier than ever for admins to set up projects with the right structure, team, and tasks. The guided onboarding flow supports associating grants, defining project details, assigning roles, and customizing task generation—all with AI-powered suggestions.

- Step-by-step onboarding: Link grants, enter project details, assign team members with roles (PI, Co-PI, Admin, Contributor), and configure task generation in a clear, progressive flow
- AI-powered task generation: Automatically create project tasks based on category, with configurable detail level and assignment to specific roles or users
- Draft projects & resume later: Start a project, save it as a draft, and finish onboarding when you’re ready—drafts are private until published
- Flexible team management: Assign roles to team members and fine-tune who is responsible for each type of task
- Review before launch: Preview all project settings and task assignments before finalizing
This new workflow saves time and ensures every project is set up for success from the start.
University-Level Task & File Templates Projects New
Admins can now create and manage institution- or group-level templates for both tasks and files, streamlining project setup across your organization. These templates are automatically copied into new projects, ensuring compliance and consistency with university or group requirements.

- Reusable task templates: Define tasks (with subtasks, labels, status, and deadline offsets) at the group or university level; these are auto-included in every new project
- File templates: Upload files or link URLs as group-level resources, optionally attached to specific tasks, and have them copied into new projects
- Easy management: Create, edit, or delete templates from the Projects Settings area; see group activity logs and control template visibility
- Flexible toggles: Enable or disable institution-level tasks per group as needed
These enhancements help administrators enforce best practices and reduce repetitive setup work for new projects.






