--- title: Creating and Editing a Project | FlowPath Help Center description: FlowPath Knowledge Hub --- [Skip to content](https://helpcenter.getflowpath.com/creating-and-editing-a-project-flowpath-help-center#main-content) [![flowpath\_kb\_logo\_tagline-1](https://helpcenter.getflowpath.com/hs-fs/hubfs/flowpath_kb_logo_tagline-1.png?width=550&height=99&name=flowpath_kb_logo_tagline-1.png)](https://www.getflowpath.com/) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [FlowPath Knowledge Hub](https://helpcenter.getflowpath.com/?hsLang=en-us) 2. [Projects](https://helpcenter.getflowpath.com/projects?hsLang=en-us) # Creating and Editing a Project | FlowPath Help Center ### Creating and Editing a Project Create projects and edit them with ease to maintain deadlines, work orders, budgets, and costs. Quickly view your projects and updates. March 15, 2024 Download PDF [CreatingandEditingaProject.pdf](https://downloads.intercomcdn.com/i/o/992778865/26dcb979cb6189ebc1082eaf/CreatingandEditingaProject.pdf?expires=1784322000&signature=cbdaf1bade191c4c054be4919b987620be1b4e0011e1ae5d905a7edd7873dc82&req=fSklEc52lYdaFb4X1HO4gf%2FBVtEcYx3oMOZIt6W%2Ffe8EMydME44V6FqNfsNU%0A) 1\. Navigate to [https://app.getflowpath.com/work-orders](https://app.getflowpath.com/work-orders) 2\. Click "Current" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-06-3654-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/992779675/ab8e3e6db1c29db962b1d0e2/ascreenshot.jpeg?expires=1784231100&signature=425aa1d34e4659f6a82a2ea87869e81c5c8c854ca81ac082dc4c4478ce839e28&req=fSklEc53m4ZaFb4f3HP0gEfLK1g2sGPnt%2Bv8nFGzMkT8lhLgB1Uu%2F33PUPUu%0AQT6Fxr8Jj11qlWP%2FIg%3D%3D%0A) 3\. Click "Create Project" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-12-5149-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/992779690/ccbc6c1ef7bc6ed84868d5f7/ascreenshot.jpeg?expires=1784231100&signature=ea14d8aa87473f5d97947cc0fa40a5eb806c67e245babee71e218f52cc325d05&req=fSklEc53m4hfFb4f3HP0gJWZCfI1pX6yS0pE6bWX2fb80V2aMkbkCiqi0JEZ%0AzfnoXYN0qZqrG%2BwfEA%3D%3D%0A) 4\. Enter in details for the project and click "Create Project". [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-22-16-4216-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/992779726/ffcfb5f26eb3479206124775/user_cropped_screenshot.jpeg?expires=1784231100&signature=103c2ac3c91094309026369ac60d2e3f31b7cfa64758e99700edace11109026d&req=fSklEc53moNZFb4f3HP0gEQ3hVAoOAbBrEVzFYK8udRx3RdCxqMSb07Rx7l7%0AlqQDwLlCJzKnIqgd7g%3D%3D%0A) 5\. When created, it will default with 5 phases and 5 task that you can edit or delete as necessary. They will show up both on the left column and the timeline view on the right. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-22-21-5909-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/992779771/5fc343ca274b7b0a0a3dd6a5/user_cropped_screenshot.jpeg?expires=1784231100&signature=25966e547d9684c6a6e30c92a4f0ef6cd5d9c0ebef790d667103fef8b5da85c3&req=fSklEc53moZeFb4f3HP0gI2xVUvz046DgNEzwpPNQbaI0l4fxs4PqBEZM9hd%0AEHvYoIasoMVDwSoJew%3D%3D%0A) ### Editing Tasks and Phases 6\. Double-click into a phase or task to edit. You can click either on the left side column or into the timeline view on the right. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-29-8705-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/31702bea-ec04-4a8f-9c38-feae800f4b0f/ascreenshot.jpeg?tl_px=0,132&br_px=859,613&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=48,212) 7\. Enter the details as you need and then click "Update Task" to save. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-22-31-7867-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/177d0606-7f45-4ba0-b9f7-e80474de2720/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=1624,906&force_format=png&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=977,490) 8\. To change the color of the phase and tasks on the timeline view, click on the color feature and change to your liking. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-22-36-8617-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/9c1a32bd-b92e-4c5f-895e-1f1ecf370b8e/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=1624,961&force_format=png&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=721,265) 9\. This section you can see any attachments for the task and phase if they are already there, and you can add new ones by clicking "+ Add New Attachment". [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-22-41-8602-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/0d70fe73-641a-4a34-962b-e79286078b2f/user_cropped_screenshot.jpeg?tl_px=533,57&br_px=1393,538&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212) 10\. Click "Add" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-47-5256-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/c1ebafe4-519a-449f-84ca-f6a7b40fa4b4/ascreenshot.jpeg?tl_px=170,135&br_px=1317,776&force_format=png&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,277) 11\. If you want need to create a checklist for the phase/task you can add them here. The checklist will transfer automatically to the work order created. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-22-52-0859-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/60cf982c-ecd7-4d3f-8b95-426a160d2184/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=1624,906&force_format=png&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=489,198) ### Generate a Work Order from a Task 12\. To generate a work order on the task start date for the project, toggle this option on. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-58-5222-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/1a4a7e23-712f-4d17-8b3c-ba1c9890e712/ascreenshot.jpeg?tl_px=0,345&br_px=859,826&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=318,212) 13\. If you change your mind and do not need a work order to generate for the task, toggle it off. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-02-9288-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/31a90fd3-f0b2-4bfc-9914-c05956812d08/ascreenshot.jpeg?tl_px=0,345&br_px=859,826&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=318,212) 14\. If a work order is generated it will show up here and you can click to view the work order. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-08-2742-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/1b9e340f-9485-4cc2-8c09-24237f6a45f7/ascreenshot.jpeg?tl_px=0,603&br_px=625,952&force_format=png&width=625&wat_scale=55&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=84,154) ### Comment and Tag Users 15\. Click the "Type to add comment..." field. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-12-9221-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/4b6b1f7d-f0f3-4b88-9617-f09cfdc38438/ascreenshot.jpeg?tl_px=323,657&br_px=1183,1138&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,319) 16\. You can add comments about the task, even tagging user and then to save a comment, click "Add Comment" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-23-18-4583-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/5d5194af-7785-4253-a908-fde74d9485a4/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=1612,900&force_format=png&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=985,571) 17\. To get back to the project main view, click the "x" icon on the top right. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-24-3283-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/89a4b3d2-36f7-45b8-ba2b-a159a4860ad9/ascreenshot.jpeg?tl_px=859,0&br_px=1624,427&force_format=png&width=764&wat_scale=68&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=667,8) ### Add or Delete 18\. Right-click on any phase or task to add a new task or sub task, delete, or view the details. New task will automatically be arranged by the start and end date entered. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-29-4957-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/371fcac2-b401-4a41-a156-e08ebcf3a543/ascreenshot.jpeg?tl_px=0,491&br_px=764,918&force_format=png&width=764&wat_scale=68&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=159,188) 19\. If you delete a task a pop up will appear to ensure you want to delete as if any dependencies and subtasks are associated, they will also be deleted. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-34-1700-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/17bca12d-1f30-4985-be56-ad217d14e498/ascreenshot.jpeg?tl_px=318,381&br_px=1178,862&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212) ### Dependencies 20\. You can adjust the timeline by clicking and dragging each task/phase noting the start and end dates that appear as you move. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-23-37-5141-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/b766ff71-07e7-4308-8ba4-8f767a31e050/user_cropped_screenshot.jpeg?tl_px=225,125&br_px=1085,605&force_format=png&width=860) 21\. You can create task dependency by clicking on the with circles and then dragging to connect to the other task you want to be interrelated. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-23-42-7480-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/8edafb8c-092b-4324-8544-f643fa118ce5/user_cropped_screenshot.jpeg?tl_px=326,149&br_px=1186,629&force_format=png&width=860) 22\. You will see a "dependency line" as you drag and once you move it to the interrelated task, un click. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/screenshot-Jul-16-2026-07-23-47-6325-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/abdbf068-b658-473e-b02b-43526b9983ec/screenshot.jpeg?tl_px=359,164&br_px=1124,591&force_format=png&width=764) 23\. You will now see the tasks interrelated. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-23-53-1086-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/aa51752a-b560-4a51-89ab-5f6c26e201cf/user_cropped_screenshot.jpeg?tl_px=318,133&br_px=1178,613&force_format=png&width=860) 24\. If you want to delete a dependency between certain task, right click on the line and click "Delete Dependency" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-57-9474-PM.png)](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-03-14/94159faa-eb24-4924-a1b9-6871365312c8/ascreenshot.jpeg?tl_px=266,141&br_px=1126,622&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212) 25\. A pop up will appear to make sure you want to delete the dependency. 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