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 the steps:

  1. Go to the Projects List in the sidebar a click the "+" symbol.


2. Fill in your details and click "Save" or click "create a role" and "Save to create a role directly.

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

  1. Typing the name of this customer in the "Customer" box and then clicking the "+" button.

2. Typing the name and description of the new customer add the clicking "Save".

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