Within Teamwork, you can create new projects in the site-level Projects area or in the My Projects subsection of the Home area of your site.
Note: Only site administrators and users with permission to add projects can create new projects on your site.
Click Add Project button in the top right of the relevant area to open the Create a Project modal.
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 and tag(s). Click Create Project to complete the setup.
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), per-user Premium/Grow (max 50 custom templates), and per-user Enterprise (unlimited custom templates). 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