Creating a Project

To create a project

  1. Ensure you're in the Workspaces Area
  2. Select + icon from the main menu.
  3. Select Project

Here you can choose from a Template or create a new one from scratch.

Creating from a Project from scratch.

Here, you'll need to

  1. Name your Project
  2. Add a description
  3. Choose what type Project of project you want to work on (Note: If you'd like to create a new Project Type select Edit Types)
  4. Choose the views you'd like for that Project (you can change this at any time)
  5. Set a Start and End Date or BAU
  6. Choose if you'd the Project to be private
  7. Create Project
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