Create a Project

Start the Wizard

Navigate to Projects and click “New Project” (or use the Quick Action on your dashboard).

Enter Project Details

• Name — Give your project a descriptive name
• Description — Optional summary of the project scope
• Color — Choose a color for visual identification
• Start Date and Due Date — Define the project timeline
• Priority — Low / Medium / High / Urgent
• Visibility — Public (visible to all workspace members) or Private (invited members only)

Set Budget (Optional)

Enter the project budget to enable cost tracking.

Add Team Members

Select team members to add to the project and assign their project roles.

Choose a Template (Optional)

Optionally start from a project template to pre-populate tasks and board layout.

Create

Click Create and your project is ready. You’ll be taken to the project’s Kanban board.