Overview:
Spin up a new project in seconds by filling out the Add Project form with key details like dates, client, category, and team members.
Steps:
From Work → Projects, click + Add Project.
In the Project Details form:
Short Code: Unique project code (e.g., “CAM”).
Project Name * (e.g., “Website Redesign”).
Start Date * and Deadline * (or check There is no project deadline).
Project Category: Select or click Add to create a new one.
Department: Choose your internal team.
Client: Select or Add a client record.
Project Summary and Notes (rich‑text fields).
Under Public Gantt Chart and Public Task Board, choose Enable if you want external access.
If tasks require approval, toggle Task needs approval by Admin/Project Admin.
At the bottom, select initial Project Members * and click Add.
Click Save. You’ll return to the dashboard with your new project listed.
Tips & Best Practices:
Use meaningful short codes for easy reference in URLs and reports.
Enable the public task board only for high‑trust clients or partners.
Always add at least one internal project owner to avoid orphaned projects.
Troubleshooting / FAQs:
Save button greyed out: Ensure all fields marked * are completed.
Cannot add client: Create the client first under Clients → + Add Client.
Deadline date not saving: Check your browser’s date format (should match YYYY‑MM‑DD).