Creating a Project from the side panel

A Project sits within your Space and can have any number of jobs and tasks assigned to it. You can keep track or manage your tasks within and also share it with other users for collaborative work.

To create a Project from the side panel:

  • Click on the burger menu on the top-left corner of the screen.
  • The side panel should open.
  • Click on the + icon on the right-hand side of the Space you wish to add a Project into.
  • The Add a Project wizard should appear.
  • Enter the Project name in the field provided and click Next.
  • Add your users by clicking Add a user.
  • Enter the names and email addresses of your users, allocate them as either members or guests and click Done.

Tip: To know more about the Members and Guests account roles, and the Admin, Editor and Observer project roles, visit User roles for guidance.

  • Click Let's go! to finish your set-up and you'll be redirected to your Project.

That's it! You are now ready to start adding tasks to your newly Project.

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