Creating Projects
Under Construction
This section is being developed. Check back soon for detailed instructions.
Overview
Projects can be created from scratch or from a predefined project template configured by your administrator.
Steps to Create a Project
- Navigate to the Projects section from the main menu
- Click Create Project
- Fill in the project details (name, description, dates)
- Optionally select a project template to pre-populate tasks
- Save the project
Project Details
Once created, a project displays as an inline card with key information at a glance.
Assigning Emails to Projects
You can assign relevant emails to a project for easy reference and context.