How to create a project
Key point: Create a new project or subproject.

Prerequisites

Only administrators can create projects.

From the create a project page, you can quickly create a project.

While not necessary, if you would like to customise the default settings for your project, you can also edit the default advanced options (project) and group properties.

Quickly create a project

  1. Title – optional – enter a title to display in the UI. (The Name field auto-fills with the entered title, but it can be changed.) If no title is entered, the Name is used.
  2. Name – required – enter a unique name that prefixes any sub-projects and groups under the project and is also used as the template name. See project name restrictions for details.
  3. Description – required – enter a short description that is often displayed as a subtitle of the project in the UI and in emails.
  4. Welcome message – optional – you can include a welcome message. 
  5. Clear the checkbox if you don’t want to join the project automatically after creation.
  6. Click the Submit button to create the new project.

Advanced options

Explained in detail in the advanced options (project) document are the many options that can be set when creating your new project. After setting your options, you might also want to customize the following group properties.

Group properties

Explained in detail in the group properties form document are the various properties you can set when creating your new project (which are the defaults for groups under the project), including those for the following:

  1. Task & document workflow
  2. Notification
  3. Index

When advanced options or group properties have been set, you can:

  1. Clear the checkbox if you don’t want to join the new project automatically after creation.
  2. Click the Submit button to create the project.