All Collections
Creating a New Project
Creating a New Project
Create a new project, change the name of the project.
Kresimir avatar
Written by Kresimir
Updated over a week ago

There are two ways to create a project:

1. Create it by winning a sales deal

2. Directly from the Projects screen

Next, select the project type:

Proceed with creating either a new project or copying an existing one.

If it's a client project, you need to choose a company you're doing this project for by

selecting it from the drop-down menu. If you don't have one yet, start typing the name and create the company from scratch.

Add a project name and once you've set everything up, click Create project.

Did this answer your question?