Create a project

Use a project to plan and share one piece of work, such as a website redesign.

Steps

1. Open Projects and select New Project.
2. Enter a Project name. Choose a Client if the work is for one. You can search for an existing client or add one here. Leave this blank for work that stays within your team.
3. If your workspace has templates, use Start from to choose one. You can also start with a blank project.
4. Add a Project start and Deadline if you know them. Select Next: Build your project. If either date is missing, select Continue without dates to confirm.
5. Continue through Stages, Build, Schedule, and Share. Schedule remains available; automatic scheduling needs a start date and work to place. Use Share to decide whether the client can see the project.

For a blank project you want to set up later, select Quick create instead. The project opens in Studio. It does not appear in a client’s Portal until you share it.

Next, see Share work with clients.