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# How to Create and Assign Projects & Tasks? 

## ${color}[#ec790e](Title:) How to Create & Assign Projects and Tasks

### ${color}[#e08115](Overview)
You’ll create a hierarchical structure:
* **Client (L1)**
 ↳ **Project / Sub‑Client (L2)**
  ↳ **Task (L3)**
Then assign tasks to users. This guide walks through each step.

## ${color}[#ed8c1d](Step‑by‑Step Instructions:)

### 1. Create the Client (L1 level)
* Navigate to the ${color}[#e17f0e](Tasks )section (menu or sidebar)
* Click ${color}[#e27712](Client )(or “Add Client / New Client”)
![Image H8Iut9](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_h8iut9.png)

* Enter the ${color}[#da6416](L1 name) (e.g. “Client A”)
![Image 13Pzwv1](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_13pzwv1.png)
* Click ${color}[#e3580d](Save)
Now you have a top‑level “Client” in the system.

### 2. Create a Project or Sub‑Client (L2 level)
* In ${color}[#cc6b0f](Tasks), click ${color}[#d06016](Project )(or “Add Project / New Project”)
![Image 16Ysl1J](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_16ysl1j.png)
* In the “Client”/“Parent” dropdown, select the ${color}[#f37712](L1 )client you created in step 1
![Image Cxyvy4](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_cxyvy4.png)
* Enter the ${color}[#ec6f09](L2 name) (name of the project or sub‑client)
![Image Sjnp10](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_sjnp10.png)
* Click ${color}[#d75e1d](Save)
This L2 entity becomes a child under the L1 client.

### 3. Create a Task (L3 level) and Assign It
* Go to ${color}[#ec7f18](Tasks )→ ${color}[#ff6905](Task )(or “Add Task / New Task”)
![Image 92Ucsj](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_92ucsj.png)

* In the “Client / Project” or “Parent” field, select the ${color}[#d26014](L2 )you just created
![Image 1V7R52Z](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_1v7r52z.png)
* Enter the ${color}[#d8690e](L3 name) (task name )
![Image 46E94K](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_46e94k.png)
* In the assignment field, **select the user(s)** to whom you want to assign this task
![Image 15Fijqy](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_15fijqy.png)
* Click ${color}[#ea8643](Save)

## Note:
* Assigned users can see it on the desktop app and can classify it against recorded time.

## Additional Tips & Best Practices:

* **Hierarchy & Clarity**
Use consistent naming so that it's obvious which client, project, and task belong together (e.g. “Client A – Project X – Task Y”).
* **Permissions & Visibility**
Ensure that users have permission to see the client, project, and task levels. If not, they won’t be able to access assigned tasks.