Creating a project is a fundamental step in managing and organizing work within any team or organization. By setting up a project, tasks, resources, and timelines can be structured effectively, ensuring that everyone involved has a clear understanding of the goals, milestones, and responsibilities.
Create a Project From Any Page
On any page, click the "+" in the top right-hand corner, and click "New Project".
Select the Portfolio the Project will live in (or create a New Portfolio).
This step will be skipped if you are already on a project page. The new project will have the same portfolio as the current project that you are on, but you can always select a different portfolio.Enter the Project Title, Description, Client, Project ID/Number, and set project status (default is Active). Click the checkbox if the project is billable.
Only the Project Title is required to create the project; other information can be added or updated later.
Creating a Project in a Portfolio
You can also create new Projects directly in the Portfolio. Just click the New Project button and fill out the Project information on the create Modal.