Adding a project

Created by Lewis Hayward, Modified on Wed, 31 May, 2023 at 5:12 PM by Lewis Hayward

In order to add your first project, navigate toward the Projects tab on the left-hand side taskbar. Click on the Add Project button displayed on the top right of the page.




You will be taken to a form in order to fill out your initial project information. On this form please provide a Name, Color, and Customer.




Please note you will need to first add a customer in order to create an initial project. Please read the following guide to add a new customer.


If you change your mind, you can select the Discard option on the form to discard the current project creation. Once you have populated the required fields, you may click the Add Project button to create your project entry.

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