How do I create a project & 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.

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:

1. On the main view, click on the "Create" button:

2. Select "project" from the drop down menu:

3. Enter required information with red asterisk, you can add more details later on if needed:

4. You can also select a group if needed. We can choose a group that we just created – “Active projects”:

5. When you are finished, click "Create project" at the bottom of the form:

6. The project is now available on your front page: