Creating a project

A project is the basis for organizing and consolidating information, tracking progress, and collaborating with others. Projects are listed on the left sidebar and project activity is listed on the bottom right of the Home page. 

There are several ways to create a project. Use the method that best serves your use case.

• Creating a new project
• Duplicating a project
• Creating a project from a Template

Creating a new project

1. Go to Projects.
2. Click Add Projects.
3. Fill out the form when prompted.
4. Click Create Project when you are done. 

Duplicating a project

1. Go to a project
2. Click on the Action button next to the project title.
3. From the dropdown menu, select Duplicate Project. 
4. Check or uncheck all the items you want to include in the new project.
5. Click Create Project when you are done. 

For more information about duplicating a project, see Copying a project.

Creating a project from a Template

1. Go to the project list.
2. Click Templates.
3. Select a template to use for your new project.
4. Review the form and click Add Project.

Anyone in your organization can create a project from a project template. Templates provide a fast and easy way to create projects that contain standardized information. See Creating and using project templates for more details.