You can create projects in several places; here’s how to do it from the Projects page.
- Click the Projects tab on the menu bar located on the left side, as shown in the screenshot below:
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Click on the “+ New Project” button in the top right corner.
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A popup window will appear allowing you to enter a project name, and get started.
To add more details, click Advanced Options, where you can then add:
Apply a Project Template
Select a client you wish to be associated with that project,
Set it to Private or Public
Set the project to be recurring,
Set project estimates,
Add billable rates,
Add a fixed fee rate,
Choose which workspace this project belongs to.
Click Create Project when done to Save.
Note: While Free plans can choose from 14 available Project colors, paid plans can pick any color from a HEX code color picker.
A Project will not be archived or deleted on its end date. However, if it is a recurring project, it will stop doing so on the end date.
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