Guide: Create a Project
This guide walks you through creating a new project in Lineo-PM from scratch — including milestones, tasks, and their relationships.
Prerequisites
- Lineo-PM is running locally (see Installation)
- The frontend is open at http://localhost:5173
Step 1: Open the Project Panel
On the main screen you will see the project selector or the home dashboard. If no projects exist yet, you will see an empty state with a prompt to create one.
Step 2: Create the Project
Click the Create Project button (typically in the top navigation or sidebar).
A form dialog will appear. Fill in the following fields:
| Field | Description |
|---|---|
| Name | The project name (e.g., “Website Relaunch Q3”) |
| Start Date | The planned start date |
| End Date | The target delivery date |
| Description (optional) | A short description of the project |
Click Save (or Create). You will be redirected to the newly created project’s Gantt view.
Step 3: Add Milestones
Milestones represent key delivery points or gates in the project timeline. From the project view:
- Open the Milestones section
- Click Add Milestone
- Enter a name (e.g., “Design Complete”, “Beta Release”) and a target date
- Click Save
The milestone will appear as a marker on the Gantt chart.
Repeat for all key dates in the project.
Step 4: Add Tasks
Tasks are the individual units of work in the schedule. From the Gantt view or the task panel:
- Click Add Task
- Fill in:
- Name — what needs to be done (e.g., “Write API specification”)
- Start Date and End Date (or Duration)
- Risk Level — how uncertain the estimate is (Low / Medium / High)
- Click Save
Add all the tasks that represent your project’s scope.
Step 5: Set Task Dependencies
To define that one task must finish before another can start:
- Select the predecessor task on the Gantt chart (or in the task list)
- Use the Relations panel to add a dependency linking it to the successor task
- Alternatively, use the drag-to-connect interaction on the Gantt chart by dragging from the right edge of one task bar to the left edge of another
Once dependencies are set, moving any task will cascade updates to its successors automatically.
Step 6: Review and Confirm
Scroll through the Gantt chart to verify:
- All tasks are placed correctly in time
- Dependencies appear as connecting lines between tasks
- Milestones are visible at their target dates
- The overall schedule fits within the project start and end dates
Your project is now ready for scenario planning and risk analysis.