Chapter 02
Your first project
Create a project from scratch or let the AI planner draft one for you.
Two ways to start a project
You can build a project from scratch, or you can describe it and let the AI planner draft the whole thing for you. Most teams go AI-first on the first project, then build from scratch once they’ve got templates they trust.
Open Projects → New project. You’ll see a three-step wizard.
Step 1 — basics
Give the project a name and a short description. Names can be anything (humans will read them); we suggest something specific enough to distinguish it from your next three projects. Codes are auto-generated from the name, but you can edit the slug if you’re particular.
Pick a start date and a target end date. These aren’t contracts — you can change them anytime — but they anchor the Gantt view and drive the AI planner’s scheduling.

Step 2 — scope and structure
Choose whether the project uses the board view (kanban columns) or the list view (flat table). Both views stay available once the project is live; this just sets the default.
Pick a template if it fits: "EPC construction", "Software release", "Manufacturing line". Templates seed the project with a starter task tree and typical RACI slots. Skip the template if you want to start empty.
Step 3 — AI planner (optional)
This is where ProMan earns its keep. In the text box, describe what you’re trying to ship — one paragraph is enough. Example:
“Launch a new iOS companion app for our existing web product in 10 weeks. Two engineers, one designer. App Store submission required.”
Click Generate plan. In about 10 seconds the AI returns a draft task tree with sections, tasks, suggested durations, and dependencies. You can edit anything before accepting, and you can regenerate as many times as you like.

When you’re happy, click Accept plan. Tasks get written to the project and you’re dropped on the project’s board.
After you create
The project page has five tabs: Board, List, Gantt, Risks, and Activity. Board is the default; switch to Gantt when you want to see dependencies over time. The header has quick actions for inviting teammates, opening a public client link, and generating a status summary.
Free-tier note
On the free tier you can only have one project, with one task in it. The AI planner is available as a one-shot so you can see what it does, but after that one draft it locks until you upgrade or start the Plus trial. It’s designed so you can feel the tool, not so you can ship a real project.
Next up
Projects need people. The next chapter covers the five roles in ProMan and when to use each.