How to Create a Project

You can create a project: 

• in the Projects section. To create a new project, click Create:

• in the Project Workflows. If there are several workflows, you can immediately select the one you need, so that when you create a project, a link to it will be automatically created.

You can add a new project through the full form , or use the quick add form:

through the top menu bar—move the mouse over the "+" icon and select the required item:

• from the CRM contact page via the Create button:

• from the Opportunity, also using the Create button:

In the opened sidebar, specify the project name. The remaining data can be filled later. The data such as:

• project priority;
• workspace (if application "Workspaces" is installed);
• description;
• a customer from CRM. In the same column, you can add a new account card (when selecting an account, the Create button is displayed).
• project manager;
• task workflow;
• project template, in which the stages, milestones, and tasks are already created. If you are creating a non–standard project, then you need to select the Custom Projects;
• team;
• project chat. You can enable project chat only during project creation, such option is not available after that;
• project duration;
• project financial management;
• tags.

All general data on the project can be altered at any time through the Edit button:

Or you can modify it on the project page: