1. On Projects, click + New project (or use New Project under Projects in the left menu).
  2. Give it a number and a name, pick the client from your External Orgs, and set its start and end dates. A short description helps your team and the AI.
  3. If your firm uses teams, pick the Team it belongs to. Leave it on your organization's team if everyone should see it.
  4. Click Create project. It opens on its Overview.

After it's made

  • Edit details on the Overview changes the number, name, client, dates, description and team.
  • Click a project card's picture to upload an image or pick a colour.
  • Right-click a card (or its ⋯) to set its status (Active, On hold, Closed), move it to another team, archive it or move it to Trash.
  • The pin on a card keeps the project under Pinned in the left menu, for you only.
  • Sort by on the Projects page orders the cards by number, pinned, name or start date.