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.
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).
Enter the Project Title, Description, Client, Project ID/Number, and set project status (default is Active). Click the checkbox if the project is billable.
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.