Create a basic project

A basic project is used for a simple workflow to collaborate on content and assign tasks.


To make project creation easier, you can use a project template. To do so, in the New project dialog, select From template.

To create a basic project:

  1. On the menu bar, click Project > Projects.

  2. On the Projects page, click New project.

  3. In the New project dialog, select Basic project, and enter the following details:

    • Name - the name of the project. This field is required.

    • Start Date - the date the project is to start. Click the date picker or enter a date.

    • Duration - the duration of the project in days.

  4. Click Create. The project is added to the list of available projects. Click the project title to open the project details page, where you can add content, define tasks, build the budget, and view project resources. For supplementary information that is not part of the project workflow, you can attach content to the project.

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