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Quick Start: Create Project

2/29/2020

 
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:
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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.
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When you are ready to add tasks select the project and click on Project on the right to jump to the project
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