Within Teamwork, you can create new projects
in the site-level Projects area or in
the My Projects subsection
of the My Work area of your site.
Note: Only site administrators
and users with permission to add
projects can create new projects
on your site.
Click the Add Project button
in the top right of the My Work area to open
the Create a Project modal.
You can also use the Add Project Icon from the Projects section of the main navigation.
In the Create a Project modal, you can start from scratch with a blank
project. Click Next step to
proceed.
In the Details step, you
will need to set a name and associated company
for the project. You can also optionally add a
project description which will appear in the
left sidebar of a project's Dashboard
area.
- The company dropdown allows you to select one of the existing companies on your site or create a new one.
Once you start typing in the project
name field, an additional option
to Create Project will appear at
the bottom of the modal. Click this to create
the project immediately or choose Next
step to fill out the remaining setup
steps.
In the Add
People step, you can select
people and teams to be added as members of the
project. At the bottom of the list of people,
you can also choose one of the selected users
to be the project owner.
Note: A client user can only be a
member of up to 5 active projects associated
with their external company. They can be the
owner of a project where they are a
member.
The Advanced
Options step allows you to assign
a project category, tag(s), and a default billable setting for time logs on the project.
Click Create Project to complete
the setup.
Custom Fields
On per-user Premium/Grow
subscription plans and above, you will also be
able to set project custom fields in
the Advanced Options step when
creating your project.
Creating a project from a
template
For sites with access to the project
template feature, you can also create new projects directly from a template.
Note: Project
templates are available on
per-user Pro/Deliver (max 20 custom templates), Premium/Grow (max 50
custom templates), and Scale (unlimited
custom
templates) plans. Each
of these plans
includes access to
the Teamwork
templates
gallery.
In
the Create a
Project modal, click
the Select
a template option. You can
then use the
template dropdown
to choose one of
your existing
project
templates.
For more information, see: Creating a Project from a
Template