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Creating a Project

Projects are the main way to organize your work. Each project can have its own description, metadata, and team access settings.

Before you begin​

  • You must have Member access or higher in your organization
  • You need at least one organization set up

Step 1: Navigate to the Projects page​

Click Projects in the sidebar navigation to open the projects list.

Step 2: Create a new project​

  1. Click the Create Project button in the top-right corner
  2. Enter a Project name — this should be descriptive and easy to identify
  3. Optionally add a Description to help your team understand the project's purpose
  4. Click Create to save your project
tip

Use clear, specific names like "Q2 Marketing Campaign" rather than generic ones like "Project 1". This makes it easier for your team to find what they need.

Step 3: Review your project​

After creation, you'll be taken to your new project page. From here you can:

  • Edit the project name and description
  • View project details and metadata
  • Delete the project if needed (requires Admin access)

What's next​