3. Create projects

• How do I create a project? 
• How do I add information to a project? 
• How do I pick a date years from now? 
• How do I change the project status? 

Projects are a way to work collaboratively with a team or with suppliers to share documents, comments, tasks, and project details. You can create a project either from Folders or Projects on the side menu. We suggest starting projects from Folders, to ensure projects are properly filed from the beginning.

How do I create a project?

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 green plus button or click the menu dots and select Create new project
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. 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 that projects details
   
   
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 an internal corporate counsel creating a matter’ or 'You are an external law providing advice on a matter'. As the in-house counsel, select the option for internal corporate counsel.
   
   
7. Click on collaborator groups to add or remove access to 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

How do I add information to a project?

When you create a project, it opens at 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

How do I a pick date years from now?

To change the date display on the calendar:

1. Click < or > arrows to move forward or backward one month at a time
2. Click on the month heading to display the calendar in months view
3. Click on the heading again, now displaying a year, to display the calendar in years view
   
   
   
   Click the < and > arrows to navigate previous or future years
4. Select a date

 Note: Click on Clear to clear the date field, click Today to enter today's date or Done to close the picker

How do I change the project status?

1. Click on the project you want to update
2. Click on the Close button or to select the status (Close, Hold, Cancel)

Note: Open deliverables are automatically closed and Delivered date is updated to today’s date if Close is selected.

Projects can be reopened or deleted once closed

1. Click on the project you want to update
2. Click on the green menu button and select the status (Reopen, Delete) or select the Reopen or Delete button

Go back   Next article: Create deliverables