How to Create a Project


You can create a project: 

  • in the Projects section. To create a new project, click Add Project:
  • in the Project Workflows. If there are several workflows, you can immediately select the one you need, so that when you create a project, a link to it will be automatically created.

You can add a new project through the full form (1), or use the quick add form (2):

  • through the top menu bar—move the mouse over the "+" icon and select the required item:
  • from the CRM contact page via the Create button:
  • from the Opportunity, also using the Create button:

In the opened sidebar, specify the project name. The remaining data can be filled later. The data such as:

  • project priority;
  • workspace (if application "Workspaces" is installed);
  • description;
  • a customer from CRM. In the same column, you can add a new account card (when selecting an account, the Create button is displayed).
  • project manager;
  • task workflow;
  • project template, in which the stages, milestones, and tasks are already created. If you are creating a non–standard project, then you need to select the Custom Projects;
  • team;
  • project chat. You can enable project chat only during project creation, such option is not available after that;
  • project duration;
  • project financial management;
  • tags.

All general data on the project can be altered at any time through the Edit button:

Or you can modify it on the project page: