After understanding a project, it's time to create a project. Here are a few simple steps to create your project.
Step 1
From the sidebar, click the + button.
Step 2
You'll be prompted with a form. Fill in the below required fields. Then, click the button, "Add +".
- Project Name: Enter the name of your project.
- Permissions: Select Public or Private (default).
- (Project) Owner: enter the owner(s). Your name will be pre-populated.
- Members: Enter members, guests, and/or teams.
| Pro tip: Always keep your name as a Project Owner. Otherwise, you will lose Project Owner permissions. See project permissions for more information. |
Step 3
You're all done and you will be taken to your project. Additionally, all Project Members and Project Guests added will receive a notification that they have been added to the newly created project.
Next steps
Next, you'll want to create your charter, create task groups, and begin building your plan by creating tasks.