How to: Create a project

Projects are a way to work collaboratively with a team or with suppliers to share documents, comments, tasks, and project details. 

1. Click on Folders from the side menu
2. Click on the folder to create the project in, it will highlight green
3. Click on the three dots next to the Folder name and select Create new project or click on the green plus  button 
4. Enter a title into the Create a project pop up
   
   Note: When you enter a project title, a list of similar existing projects appears below. The list of similar projects is showing projects with similar titles, folder locations, and projects you've previously created. You can check for duplicates in the list. You can right-click on the project name to open it in a new tab to view the project details. The 
   
   
   
   
5. If the project requires fields to be completed prior to creating, you will be prompted. These must be entered in order to continue.
   
   
   
   
6. Select a workflow type from the drop-down menu
   
   Note: When you create a project with an external workflow type, an additional option is displayed, ‘You are currently buying a service’. This refers to purchasing the service as an external law firm (only change if you are creating a project as the external law firm).
   
   
   
   
7. Select the group you want to work with
   
   Note: Groups you are a member of are automatically selected. To deselect, click on the group's name. Groups that are highlighted in green have access to the project.
   
   
   
   
8. Click the green Create project button
9. If you did not select a folder at the beginning of creating your project the Create project button will be greyed out and you need to press Next
10. Select the folder to file your project in
    
    
    
    
11. Click Create project

When you create a project, it opens on the project details page.

1. Enter a description of the project
2. Scroll down to matter details, which may include additional tabs based on your organisation’s configuration
3. Fill in the necessary fields

To update the project details from the menu

1. Click on Projects menu
2. Click on the project you want to update
3. Scroll down to the matter details
4. Click Select an option..., Enter text, Enter a number or Click to enter date next to the field you want to update, or click on the existing information to update

Notes: 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.

You can still update or add collaborators individually or by groups in the Collaborators tab. See: Adding collaborators

For more information on adding custom fields see Creating custom fields.