Create a project
The Projects page is the place to start when adding a new project. See the Projects introduction guide for more information.
Start by clicking CREATE PROJECT.
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Add the project details on the next screen.
Pick who has access to the project
Click PICK YOUR TEAM to add team members by searching for them - you can do this later if you prefer. At this stage you can also add a new user. For more guidance on adding new users, see this article.
Note: As the creator of the project, you are assigned as Project Manager. This can be changed by clicking your name and then selecting the desired person.
Select a template
The next (optional) step is to SELECT A TEMPLATE - organisations can use a template to ensure consistency in reporting (e.g. standardised naming convention for stage gates). For more information about templates, click here.
If you don't want to use a template, simply click CONTINUE TO PLAN and you can begin filling in the scope of your project.
If you do want to use a template, select the one you wish to use by clicking on it and then select a start date for your project (this is an important step as if you do not select a date, it will inherit the original dates from when the template was created).
Note: The date that you select here will determine the start date your plan activities work items and meetings.
Click USE THIS TEMPLATE when you're ready to progress. You'll receive a notification once the new project is ready.
Next steps
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You then have the following options:
- LEARN HOW TO DRAW A PLAN will guide you through the process on this knowledge base.
- CREATE PLAN to go directly to creating your plan
- CREATE TASKS to add tasks to your new project.
Create a plan
You can find a guide to creating a plan here.