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Add a New Project

In this video we'll show you how to add a new project so that you can start delivering your milestones and tasks on time and on budget. The first thing that prompts you... Read More

In this video we'll show you how to add a new project so that you can start delivering your milestones and tasks on time and on budget. The first thing that prompts you to add a new project is to search the company or the contact that the project goes against. This is because we're built with a client centric interface and then you'll like to select the type of project. This type of project will depend on the workflow that you want to achieve during the project as well as just general reporting for the different categories. The first step in starting a project is to create a project plan. From this screen what you'll be able to do is put in the different miles and tasks associated with the work. Normally, I like to start with the template. Within the template you can template out the hours, the budget and the overarching schedule of how you plan to deliver the project. What's really powerful about these templates is they can be used over and over again but they don't necessarily have to match every single time. For example, I'm able to change the task here and increase the amount of time in the design. You'll also notice that I can change the default rate or overwrite it for the specific project. Other tabs here, like dependencies, allow me to say that this design is dependent on the discovery and the ideation happening from the milestone below and then General tab will show me information on what description I should give. I'm assigning it to from the list of employees as well as the skills that are involved. If I wanted to add a new milestone, I can do so here and add the different tasks that go down below using the Insert Below button and then, lastly, to make this project live I want to commit it to the schedule. And now, from here it's time to deliver an amazing project on time and on budget.

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