Creating a new project¶
You need a role with sufficient permissions to be able to create projects and objects.
You can create a new project by clicking Create new project in the Projects menu in the top bar.
In addition to filter and sort in the Projects menu, you can also use your
keyboard arrows to navigate between the items and the
Enter key to
navigate to a project.
That will bring up a dialog with some required fields to fill in. Please note the Show more link in the top of the dialog to show some optional fields.
|Project name:||The full name of the project. This shows up in reports and menus.|
|Project code:||A unique code for the project, usually a shorter version of the project name. This code is referenced from the API.|
|Start date:||When the project starts.|
|End date:||When the project ends.|
|Workflow schema:||Workflow schemas control which task types you can use, which pipeline steps they correspond to, the different approval steps the different task types have and which permission you need to change it.|
Click Create project when you’re done. When you’ve clicked Take me to the project on the next page, you’re taken to the main tasks spreadsheet on your new project.