How to create a new project?

To create a new project, click on Projects in the side navigation on your Dashboard. Then, click the green “Create New Project” button in the top right corner of the screen. A popup form will appear that will let you name your project, enter a description, and add start/end dates. After you fill in your project information, press the green “Next” button.



Next, a second popup screen will let you add project members from your contacts to the project. Type a name in the search bar to find contacts, and click on their name to add them to the project. You can add as many members as you want to a project. When you’re done adding project members, click the green “Create” button to finish creating the project.


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