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Please note: To be able to create projects and objects, you need a role with sufficient permissions. |
You can create a new project by clicking + Create new project button in the Projects menu in the top bar.
That will bring up a dialog with some required fields to fill in.
Required Project information:
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Name - The full name of the project. This shows up in reports and menus.
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Code - A unique code for the project, usually a shorter version of the project name. This code is referenced from the API and is used for integrations with other software.
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Workflow - Workflow schemas control which task types you can use, which pipeline steps they correspond to, the different approval steps the different task types have, and which permission you need to change it. Advanced users can change existing schemas and create new.
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Start date - When the project starts.
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End date - When the project ends.
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Private access off - As default, Private access is turned off. This means that it all users have access, and it will show in all lists and reports. You can choose to hide this project. To hide the project, turn Private access on. Only users you allow access to and with assigned tasks will be able to access the project.
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Thumbnail - You can add a picture representative for your project. It is very easy, just drag and drop a jpg or png file in the thumbnail area.
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Click the Create project button when you’re done and the new project gets created.
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Tips:
- When you click the Go to project button, you’re taken to the main Task Spreadsheet on your new project.
- In addition to filter and sort in the Projects menu, you can also use your keyboard arrows to navigate between the items and the
Enter key to navigate to a project.
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