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Adding a Project

Create and manage new projects quickly using the Projects tab

Updated this week

How to Add a New Project

To add a new project, follow these steps:

  1. Navigate to the Projects Tab
    Go to the Projects tab from your dashboard.

  2. Click “Add New Project”
    Tap the “Add new project” button in the top left corner. This will open the project creation menu.

  3. Fill in the Project Details
    Complete the following fields:

    • Client: Select the client associated with the project.

    • Project Title: Enter the name of the project.

    • Due Date: Set the date by which the project should be completed.

    • Project Owner: Choose the person responsible for overseeing the project.

    • Project ID (Optional): Add a unique identifier to help you easily find the project later.

  4. Save the Project

    • Tap “Save” to create the project and start working on it.

    • Tap “Save & Add Another” to create a new project immediately.

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