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How to Create a Project

Learn how to create a project in this step-by-step article.

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Written by Support
Updated over 11 months ago

Projects are an organizational tool that allow you to manage and assign tasks under one umbrella.

Video Walk Through:

Step by Step Walk Through:

To create a new project, you need to have a client in your system.

You can create projects in two places:

  1. The menu bar on the lefthand side

  2. From within a client

Once you are within a client or have clicked "Projects" on the menu bar, click "Add Project."

You'll then need to fill out the project details.

Select your client, name your project and add any details you feel necessary in the description.

Then select and start and end date.

Once you hit save, you'll be taken to the "All Projects" page. Click your project's name to open it up.

You'll then see the project, like so:

You can then add tasks, by clicking "Add Task" in the top right.

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