KoldheimBook a demo
Projects ยท Tenant admin

Create a project

Browse the guidesProjects

Steps

  1. Open Manage > Records and choose Project.
    The list of record types in Manage, Records, with Project outlinedThe list of record types in Manage, Records, with Project outlined
  2. Press Add project.
    The Add project button outlined at the top of the Projects listThe Add project button outlined at the top of the Projects list
  3. Fill in:
    • Code: short, and what people say, for example ONB.
    • Name
    • Project owner
    • State: Planned, Active, Paused or Closed.
    • Starts and Due: optional. Choose each date from the calendar.
    • Brief: optional. Type [[ to point at a record, @ to name somebody.
    The New project form with Code, Name and Project owner filled in and outlinedThe New project form with Code, Name and Project owner filled in and outlined
  4. Press Add project.

From the Overview

People who set up their own work can add a project without Manage.

  1. On the Projects Overview, press Add a project on the Projects list. It shows for managers and for anybody whose role may add a project.
    The Add a project button outlined on the Projects list on the OverviewThe Add a project button outlined on the Projects list on the Overview
  2. Fill in the form as in step 3 above, and press Add project.

What you will see

The project under Projects on the Projects Overview, and offered under Project when a ticket is raised.

Common problems

  • Projects started from Quotes. If your organisation has Quotes, an accepted quote starts a project by itself, with a code beginning with Q.