Creating a Project


  1. Navigate to the Project Page:

    • Go to the Projects Page.
    • Look for the "Add New" button to initiate a new project.
  2. Open the Project Editing Box:

    • Click on "Add New" to open the project editing box or form where you can input project details.
  3. Fill in Project Details:

    • Project Name: Enter a descriptive name for your project.
    • Leader: Specify the project leader for overseeing the project.
    • Workflow: Select the workflow.
    • Acronym:  Provide an acronym for the project.
    • Comments: Optionally, Add any additional comments or notes relevant to the project.
  4. Add Tasks:

    • Within the project editing box, locate the section for adding tasks.
    • Specify each task, including:
      • Task Fields Header and Fields
      • Due dates for each task
      • Assignees responsible for completing each task
  5. Optionally Set Initial Tag Values:

    • Set initial tag values to categorize tasks or mark specific attributes.
  6. Save Your Project:

    • Once all details, tasks, and tags (if applicable) are entered, click on the "Save" or "Create Project" button to finalize and save your project.

Summary:

Creating a project involves detailing essential information such as project name, leader, workflow, and tasks. By following these steps, you ensure that all aspects of your project are defined clearly, enabling effective management and execution.