To start a new project, navigate to the Projects module. Once inside the module, click the “New Project” button located in the top-right corner of the screen.
This action will open a sidebar where you will need to provide the following essential details about the project:
Project Name
Enter the name of the project.
Project Description
Provide a brief description outlining the project’s objectives and scope. This will help everyone involved understand the purpose of the project.
Next, you will define the project owners and team members:
Project Owners
These individuals are responsible for overseeing the project, managing tasks, and ensuring everything stays on track. Only project owners have the authority to link data or assign items to the project.
Team Members
These users will be able to view the project and work on tasks, but their permissions are limited compared to owners. They have view-only access and cannot add or modify project data.
Important Note
Only project owners can manage and update the project’s structure, link data, or assign items. Team members can see existing items and work on tasks but cannot make changes to the project data.
Once all the necessary details are filled out, click “Save” to create the project and assign access to the specified users. This ensures that the project is properly set up and ready for collaboration.