From the sidebar, click the Space where you want your Project to live.
Then click “New Project.”
On the Project creation screen, complete the following fields:
Enter a clear project name and a short description to help your team understand the purpose of the project.
Choose whether the Project should be Public (visible to Space members) or Private (restricted to selected members).
Select the team members who will work on this Project.
You can also update this later from the Project settings.
Set the Project start and end dates to help track progress and deadlines.
Pick the status workflow this Project will follow.
This helps standardize how tasks move from start to finish.
If the Project is linked to a client, choose the customer from the list.
Upload any reference documents directly from the Project creation screen.
Once everything is filled in, click “Create Project.”
