Creating a group
Creating a group is a simple and quick process that can have a powerful impact on organizing your project. By creating a group, you can easily categorize your project based on different criteria, such as clients, departments, locations, or stages.
Additionally, only Organization Administrators, can create project groups. If you do not see the option to create a group, contact an administrator in your organization to gain the necessary access.
Group creation is only possible through the web app.
1. To create a group, on the front page click on the orange "Create" button.
2. Select "Group" and give it a name, for example, “Active projects”.
3. Then click on “Save”.
4. A group has been successfully created:
Creating a project
Project creation is only available through the web app.
1. On the main view, click on the "Create" button:
2. Select "project" from the drop down menu:
Fill out the required fields, including:
Project name
Address/location
Optional: Project number
4. You can also select a group if needed. We can choose a group that we just created – “Active projects”:
Additionally, review the "Organization" field, which will be pre-filled with your current organization by default. Adjust if necessary.
5. When you are finished, click "Create project" at the bottom of the form:
6. The project is now available on your front page:
Once the project is created, you can:
Invite members under the "Members" section.
Upload documents.
Set up the Scope of Works.
Create tasks, issues, forms, and submittals.