Create a Project
Will Goad avatar
Written by Will Goad
Updated over a week ago

To create a project, you can either:

Click the ⨁ sign next to Projects in the side bar:

Or navigate to the Projects area and click the + New project button on the top right:

Select a project type, give your project a name, and assign a project owner. 

If the workflow type is not already set by the project type, then you will need to choose either Waterfall or Agile prior to creating the project.

Depending on the project type selected, you may also see additional fields appear below the Due date field:

Also, if a workflow is associated with the selected project type, then you will see tasks populate in the Project Tasks section. The tasks can be modified on this screen prior to creating the project or after project creation.

Once you have completed the required form fields and selected a workflow type, click Save and create project.

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