How to add a new project, set delivery dates, add team members, and attachments

Here is an explanation of how to add a new project in the system.

Answer:

1. From the main dropdown menu, select Tasks and Projects.
2. Click on Projects to navigate to the projects page or on the “+” sign to add a new project directly.
3. The projects page will appear containing the projects that were previously added.
4. Click on “Add Project” at the top left of the page to navigate to the add new project page.
5. Enter the following data to add the project:
   • Reference Number: appears automatically with the ability to change it.
   • Name: the name of the project you want to add.
   • Description: you can write a brief description of the project.
   • Delivery Date: specify the expected completion date of the project.
   • Private: choose the privacy status of the project, either for specific users or for all users.
   • Add Users: you can select users for the project to view it.
   • Add Attachments: such as contracts or any other relevant documents.
6. Once you finish entering the data, click “Save” to add the project.