Create a Project and Client in one step.
Note : we will soon replace this article with a new one, with the new simplified procedure.
Go to the Projects perspective in the Top Bar Menu:
Sam will ask you what folder this new project should go in.
You can select an Existing Client in the drop-down field at the top.
To create a new folder, enter the name of your New client in the field below.
Then enter the Project Name and Click on the + Save button on the right.
To cancel Click on the Delete button.
When you are ready to add tasks select the project and click on Project on the right to jump to the project