New Project Creation
Updated this week

Steps to create a new project

Click the "Create New Project" button at the top of the screen.

Clicking the button will bring up the Project Details screen, with detailed information about the project. If you do not enter all required fields, you will not be able to save the project and proceed to the next step.

The 'Save' button saves a project template that can be edited at any time.

Hierarchy and progress saving:

You can add notes and sub-levels to your project from the Project hierarchy screen (click on the level you want to add a sub-level to, you'll see the 'Add sublevel' option)

Can I provide certain details of the project at a later date?

Whenever you create a project, you can save your project as a template and start over later. The project card will appear as below.

If you have any further questions or require assistance, please don't hesitate to reach out to our support team at [email protected]

Did this answer your question?