This guide details the simplified onboarding process for creating new projects in Project Onboarding. This aims to expedite project setup and enhance the user experience.
Initiating a New Project
Navigate to the designated section for "Create New Project."
Upon clicking "Create New Project," you'll be presented with a streamlined form This form will request essential details required to initiate your project.
Carefully fill out the requested information on the single-page form. Ensure you provide all necessary details to avoid delays.
Automating Location Details
The project details page now features a map view to simplify specifying your project's location. This functionality offers several benefits:
How it Works
There are three ways to specify your project's location on the map:
Clicking on the Map: Simply click on the desired project location on the map. The system will automatically fetch the corresponding address details and populate the address fields.
Entering Latitude & Longitude: If you know the project's precise coordinates, you can enter them in the search bar on the map. The system will then locate the specified coordinates and populate the address fields accordingly.
3. Typing the Address: Begin typing the project address in the search bar. The system will provide suggestions based on your input. Selecting the correct suggestion will automatically populate the address fields.
Once you've entered the required information, click the button "Create Project." This action will submit your project for review and approval by the business team
You can also "Save Draft" the project while entering your basic details and come back later and resume your project creation by clicking on "Resume Project"
We hope this article has been helpful. If you have any questions please reach out to [email protected]