Adding Projects
An Account Manager can add a new Project to their account at anytime:
-
At the top of the Projects List, click Create Project. The Create a New Project wizard opens:
In the Project Name field, enter a Project name.
-
In the New Team field, enter the name of the primary Team that will be associated with this Project.
By default, all Account Managers are assigned to this Team. Project Managers can be assigned to the Team after its creation.
Optionally, you can click the Plus icon to add additional Teams to this Project.
-
Click Create New Project. When successful, the Project will be added to your account.
You will be directed to the Project Details page for the new Project, enabling you to customize various Project settings and features, as needed.
You can edit settings for a Project anytime. The specific settings that you can change will depend upon your assigned Role and Permissions for the Project. For complete details on editing a Project, click here.
Comments
0 comments
Article is closed for comments.