Creating a new project is easy and once the project is created, you can:

  • Complete with more information such as Roles, Events, Persons, Files & links, or Details.

  • Change Status

  • Add events: Click "New Event" and select Meeting, Note, or Task.

To create a new project follow these steps:

  1. Go to the Projects and List in the sidebar a click the "+" symbol to create a new project

2. Fill in your details and click 'Save'. If you want to create a role immediately check in 'create a role'

If you wish to add a new customer when creating a project you are able to add a new customer by;

  1. Type the name of this customer in the 'Customer' box and then click the '+' button.

    2. Typing the name and description of the new customer and click 'Save'

Did this answer your question?