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Creating a Project

This guide walks you through the steps to create a new project using the "Create Project" form.

Updated over 2 months ago

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How to Create a New Project

This guide walks you through the steps to create a new project using the "Create Project" form.


Step-by-Step Instructions

  1. To begin, open the Create Project window (you may need to click a "New Project" or "+" button from your dashboard).

  2. Fill in the required project details:

    • Title: Enter a clear, recognizable name for the project.

    • Status: Select the project's current status from the dropdown menu.

    • Contact Name: Add the name of the primary contact for the project.

    • Email: Enter the contact's email address.

    • Contact: Enter the contact's phone number.

    • Address: Input the physical address associated with the project.

    • Description: Provide a brief summary, scope, or other important notes about the project.

  3. Once all fields are complete, click the Save button to create and save your new project. If you wish to discard your changes, click Cancel.

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