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:
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;
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'