Video - Creating a project in the Hive Projects

Note: Hive Projects is a 3rd party integration. This video has been provided by the developer.

Projects are the foundation of HIVE PROJECTS. Every workflow, task, procedure, and request lives inside a project. Whether you’re organising enrolments, admin work, staff processes, event prep, or internal studio operations, you will begin by creating a project.

This guide walks you through creating a new project and setting up its basic structure.

1. Creating a New Project

To create a new project:

1. Open HIVE PROJECTS

2. Click Add Project

You’ll then be asked to fill in the following details:

Project Name

Give your project a clear and meaningful name.

Examples:

• Test Project

• Term 1 Admin Tasks

• Show Prep

• New Student Onboarding

Assign People

HIVE automatically shows the users in your My Studio Manager sub-account.

Select the team members you want added to this project.

You will always be included automatically.

Colour Tag (Optional)

Choose a colour to visually label your project.

This makes it easy to identify in your project list.

Click Create to finish.

You now have a brand-new project ready for setup.

2. Entering Your Project Board

Once your project is created, click its name to open it.

Inside your project, you’ll see several views:

• Board View (card/column layout)

• List View

• Requests (if the request system is enabled)

• Dashboard

• Archive

For now, focus on Board View, which is the most common workspace.

3. Setting Up Your Project Steps (Columns)

Every project needs workflow steps — these are the columns your tasks will move through.

To add a column:

1. Click Add Column

2. Enter a name

3. Choose a colour

4. Save
   

Common examples:

• To Do

• In Progress

• Review

• Completed

Here’s an example setup shown in the video:

• To Do – yellow

• In Progress – light blue

• Review – purple

• Completed – green

You can create any structure you want and adjust it later.

4. Creating Your First Task

Once the columns are created, you can add tasks.

1. Click Add Task inside any column

2. Give it a name (e.g. This is a test task)

3. Assign a user (optional)

4. Add details as needed

This task can now be managed, moved, and updated like any other task in HIVE PROJECTS.

5. Additional Tools Inside a Project

Once your project is active, you can use:

• Archive Tasks

• Delete Tasks

• Templates

• Procedures

• Requests

• Automations

These features are explained in the help articles that follow, but they all build on the foundation of having a properly created project.