- Click on the Projects menu
- In the Projects workspace, select the green plus button on the bottom right of the screen
- A Create a project screen will appear:
- Enter the project title
- Select your project type
- Specify whether you are ‘buying a service’ or ‘selling a service’
- Click on the Create button
- The Project Summary workspace will appear:
- Review your project title
- Enter a description of the project in the Description box
- Additional custom fields may appear, which have been customised for your Organisation's project types. Fill in the necessary fields
Note: If you would like to change the custom fields, contact your organisational administrator who can add new fields to suit the way your organisation works.
For more information on adding custom fields see Creating custom fields.
See next step: Adding collaborators