Importing Existing Projects with Catch-Up Wizard
Use the Catch-Up Wizard to onboard active projects.
Importing Existing Projects
If you have projects already in progress, the Catch-Up Wizard lets you import them without losing track of what's been done.
Starting the Wizard
- Go to **Projects**
- Click **Import Existing**
- The wizard guides you through three steps
Step 1: Project Info
Enter project details and financials: - Project name and description - Total budget and **amount paid to date** - Start date and expected end date
Step 2: Task List
Add your current task list: - Create all tasks (both completed and remaining) - Mark tasks that are already done as **historical entries** - Historical tasks get status DONE and isHistoricalEntry flag - Remaining tasks are created with the appropriate current status
Step 3: Review & Confirm
Review everything before creating: - Verify project details and financials - Review task counts (completed vs remaining) - Confirm and create the project
The project is created with ACTIVE status, and you can start tracking from today.