How to Create a Project

There are two simple ways to create a project.

You can go into the dashboard module and there is an add project button. 

You can also add a project in the Project module, using the create project button.

Choose a Project Template: 

 After you press the create project button, you will be shown a pop-up where you can select different project templates. 

You can either choose an empty project or one of the listed templates.

Each template has different project settings like Statuses and Custom Fields 

For now we will just create a Simple Project which has 4 Statuses and no Custom fields 

This is the Sales CRM template, it already has many custom fields and different statuses. You can change statuses and make new custom fields.

Project Name:

Enter the project name and then press next.

Sharing the project with groups and client portals

Next you can select the groups and client portals to share the project with.

After you have selected a group and a client portal you can then press the create button to create your project.

Congratulations Your Project Has Now Been Created!