Create Project
Start a new project — define scope, assign team members, set dates, and configure visibility for your team to collaborate.
Creating a New Project
From the All Projects page, click + Create Project to open the project creation form. Fill in the basic information and project details to set up your new project.
Step 1 — Basic Information
Project Name*
Enter a clear, descriptive name for the project (required). Examples: "Q4 Marketing Campaign", "Client Portal Redesign", "Infrastructure Upgrade".
Description
Optional: Provide a detailed description of what the project entails, goals, and success criteria.
Project Type*
Choose the type: Public (visible to all team members) or Private (restricted to assigned members) — required.
Step 2 — Project Details
Start Date*
Set the project start date in mm/dd/yyyy format (required).
End Date*
Set the projected end date (required). This is used to calculate project duration and deadlines.
Department
Select which department will own this project (optional).
Assigned Users
Select team members to assign to this project (optional at creation — can be added later).
Step 3 — Attachments
Optionally upload relevant files (project briefs, requirements documents, images, PDFs, etc.) by dragging and dropping or clicking Choose Files.
Save the Project
Once all required fields are filled, click Save to create the project, or Cancel to discard the form.