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Setting Up Your First Project in IXL Core

📝 Description

This article walks you through creating your first project in IXL Core — from naming it and setting timelines to assigning a project lead and team members. Projects help you organize work, track progress, and ensure every task moves smoothly from start to finish.

🎥 Prefer to watch instead?
Watch the full tutorial on our IXL Core YouTube Channel to see how to create and manage projects step by step.

🚀 Overview

The Projects Module in IXL Core allows you to manage goals, timelines, and collaboration in one central place.
Each project can include multiple tasks, milestones, files, and discussions — helping your team stay aligned and productive.

🔧 Step-by-Step Guide

Step 1: Access the Projects Module

  1. Log in to your IXL Core account: https://app.ixlcore.com

  2. From the top navigation bar, click Projects 📁.

  3. You’ll be taken to your Projects Dashboard, where you can view all existing and upcoming projects.

  4. Click the “New Project” button in the top-right corner.

Step 2: Enter Project Details

Fill in the required fields in the Create Project form:

Field Description
Project Name Enter a clear, descriptive name for your project (e.g., “Website Redesign” or “Client Onboarding Q1”).
Description Briefly explain the purpose or scope of the project.
Start Date & End Date Define the project timeline.
Project Lead Assign a responsible person to oversee progress.
Team Members Select users or departments to collaborate on the project.

💡 Tip: Use clear, outcome-oriented names — it makes tracking easier when managing multiple projects.

Step 3: Add Milestones (Optional but Recommended)

  1. In the project setup screen, scroll to the Milestones section.

  2. Click “Add Milestone” and specify key deliverables (e.g., “Design Approval,” “Testing Phase,” or “Final Delivery”).

  3. Assign due dates to each milestone.

📅 Milestones help you measure progress and keep the team accountable.

Step 4: Assign Tasks

Once your project is created, start assigning work:

  1. Open your new project.

  2. Click the Tasks tab.

  3. Choose “New Task” and fill in task name, assignee, priority, and deadline.

  4. Click Save Task.

✅ Tasks automatically appear under their assigned users’ dashboards for easy tracking.

Step 5: Attach Files and Notes

Upload any documents or reference materials:

  1. In the project view, go to the Files tab.

  2. Click Upload File and select relevant attachments (e.g., briefs, contracts, images).

  3. Add comments or notes for context.

📎 This ensures your team has all project resources in one place.

Step 6: Track Progress

As your project advances, monitor performance using:

  • Kanban View – Visual board showing tasks in columns like To Do, In Progress, Done.

  • Gantt Chart – Timeline view for tracking deadlines and dependencies.

  • Reports Tab – Summary of tasks completed, pending, and overdue.

💡 Pro Tip: Use the Project Overview Widget on your main dashboard for quick status checks.

🧭 Best Practices

  • Always set clear deadlines and milestones before assigning tasks.

  • Keep project descriptions concise but informative.

  • Use tags or labels to group similar projects (e.g., “Marketing,” “IT,” “Client”).

  • Encourage your team to update task statuses regularly.

  • Watch related tutorials on our YouTube Channel for project management tips.

⚠️ Common Issues & Solutions

Issue Cause Solution
Team members not visible Role permissions restricted Ensure users have access to the Projects module
Project not saving Missing required fields Confirm all mandatory fields (like Project Name) are filled
Dates not displaying correctly Time zone mismatch Check your Localization Settings under Preferences

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