The Create Project step allows you to automatically create a new project for a contact as part of a workflow. When this step occurs, a project will be created for the contact, who will be associated with the project as its main contact.

In the Workflow Builder, hover over any of the downward arrows between steps and click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.

An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select Create Project under the Tasks & Projects section.

This will open the Edit Step panel on the right side of the screen.

Step Status Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.

When Does This Run? Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.

Conditional Logic Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.

When this step occurs, a project will be created for the contact. The contact will be associated with the project as its main contact.

Skip If Lead/Open/Won Project Already Exists Check this option to prevent a duplicate project from being created if the contact already has an existing lead, open, or won project.

Assign project to someone other than the project assignee Check this option if you want to assign the new project to a specific team member instead of the default project assignee. When checked, a dropdown will appear allowing you to select the team member.

Select Contact Choose which contact the project will be created for. The available options are:

Location (Required) Select the location for the new project from your existing locations in ProLine.

Stage (Required) Select the initial stage for the new project from your existing stages in ProLine.

Category Select the category for the project. Defaults to Use Default Category but can be overridden here.

Type Select the type for the project. Defaults to Use Default Type but can be overridden here.

Services Select the services associated with the project. Defaults to Use Default Services but can be overridden here.

Tags Add any relevant tags to the project.

Project Notes Enter any notes that should be included with the project. You can use variables to dynamically fill in information specific to each contact or project:

Once you have configured the step, click Save.

If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.