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Create a New Project

Jetmir Abdija avatar
Written by Jetmir Abdija
Updated over a month ago

To create a new project in your environment,

  1. Click Create project in the bottom-right corner.
    โ€‹

    Create project.jpeg
  2. Enter the project title and description.
    .

    Create new Project.jpeg
  3. Choose the project package to create the project according to your requirements. You cannot change the project package once the project is created.
    Refer to the Basic Flow and Empty Project Package.

  4. Choose the start and end date for your project. This field is optional and can be edited later from the Project as well.

Once the Project is created, you are navigated to the project.

basic flow.jpeg

Project with the Basic Flow

Each phase has deliverables. A deliverable is an entity in a Project phase linked to a view.

You can add up to 10 phases and 200 deliverables under a single project. Refer to the Add a Phase to the Project article for detailed information.

Once the phase is added, you can start adding deliverables to it. This allows greater flexibility and control over your planning process.
Refer to the Add a Deliverable to the Phase article for more information.

Open a Project

To open a project from the main page,

open project options.jpeg
  • Click the name in the Project title from the first column.

  • Click the three dots and select the Open in new tab option.

  • Click

    open project.jpeg

    in the right corner of the project.

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