The Projects area is used to setup your Project Management & Tasks, add People to them, and for day to day management and investigation of your Projects. To view your projects, click on the Project icon in the main menu. Here is a list of all the projects you currently have access to, along with the Organization the project belongs to, the Person who is pinned to the project, start and end date, and the Project status widget (which shows status of the project, and % complete). You can sort by any column by clicking on the column header.
From the Project menu drop down you can create a new project, import MS Project XML (or exported Copper Project XML), view archived projects, or get help.
Reviewing your Projects and Tasks
In the Project breakdown area you can review Tasks just like in the To Do view. Firstly, expand a task by clicking on its icon to the left of the task title. Click to edit the description of the task, review and add People to the task, Pin a specific Person as most important, review the comments and time posted, upload/manage files that have been uploaded, and review the overall status (Hours estimated, Hours logged, and % complete).
Adding new Projects, Tasks, and allocating People
Next you can add your Tasks by clicking “Add a Task”. Again you can click each item to edit it, such as description, start and end dates, Estimated hours (White box in the status widget at right. The grey box is Actual hours and cannot be edited), and Description. Again you can add People to a task (if added to a task that task will appear in their To Do view). You can also drag files to have them upload to the task.
Creating hierarchies (sub-tasks) and reordering Tasks
Using the Project Timeline
You can drag the project or its tasks, and Copper will automatically shift items depending on their hierarchies. For instance, you can drag a whole project and all of its tasks will move accordingly, or you can drag a task on its own and only its subtasks will move with it. You can also review the hours estimated/logged for a task, and update estimated hours based on the surplus/deficit that Copper tracks for you.