There are two ways to create a new Project depending on where you are in the platform:

  1. Create a new project from "Projects" home.

  2. Create a new project from an existing client

Either path will lead to successfully creating a new project.

Create a new project from "Projects" home

From "Projects" home, click on the "create new" dropdown and select if you'd like to build your project from scratch or by utilizing a template. If you select to create from scratch, You'll be asked to provide the project name and search for an existing client within your portfolio.

Once you've filled out all the fields and you're sure about your decision, click "create" to continue to the Project Details page. If you'd like to cancel your decision, click "cancel" to return to the previous page.

*Note: If you cannot find the client you wish to add your project to, click "Create now" next to "New Client?" Fill out the form, and skip to the following section of this article - "Create a new project from an existing client account."

If you select to create a project from a template, you'll be brought to the Templates tab, where you can peruse all the different templates. Search for a specific type of project, or use the "Filters" button.

Once you have found a template you like, click "use template" and you'll be prompted to re-name the project and assign it to a client.

Create a new project from an existing client

From the Projects page, after clicking on a client's name, you'll have the option to create a new project by clicking the "create" button.

You'll be asked to provide the project name and the name of your client should automatically populate.

Once you've filled out all the fields and you're sure about your decision, click "create."

If you'd like to cancel your decision, click "cancel" to return to the previous page.

*Note: You can make edits to the project name after you've created it in the Project Details window.

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