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

Create a project from anywhere using the "create" button.
Create a new project from the "Projects" home.
Create a new project from an existing client.

All paths will lead to successfully creating a new project.

With Wethos Starter🌱, you’ll be able to create one fully built-out project either from scratch, using the Wethos AI scope generator, or from a Wethos Template.

With Wethos Pro ⚡ ️and Wethos Team 👑, you’ll be able to create unlimited projects and access our entire library of templates along with crowdsourced pricing recommendations from other freelancers so you can raise your rates, pitch bigger projects, and expand your offerings.

Learn more about all the different things you can do with Wethos subscription tiers in our detailed Help Center article here.

1. Create a new project using the create button

From any page within the platform, you'll have access to the "create" button next to your profile photo. Select "New project" to create a new project.

Choose if you'd like to create a project with the AI scope generator, from a template, a past scope, or from scratch , and tada! Your new project has been started!

screenshot of the option to create a project using the + button at the top right of the page

2. Create a new project from the "Projects" home

If you want to create a new project from the Projects page, click the "create project" dropdown on the top right corner and select the option that you’d like to use to start your new project. 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.

screenshot of how to create a project from within the Projects page

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

Screenshot of starting a project on your Wethos account

If you select to create a project from a template, you'll be brought to the Templates Library, where you can peruse all the different templates.

Keep in mind that Unlimited access to the Wethos' Templates library is only available to users who have upgraded to Wethos Pro⚡️.

With Wethos Starter, you’ll be able to access one fully built-out scope of work from Wethos’ template library if you haven’t already created your first project. After that, or if you have already created your first project, you’ll have view-only access.

Search for a specific type of project, or use the "Filters" button.

screenshot of the scope of work templates library

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.

Scope of work template example screenshot and how to use the template to create your own project

Screenshot of how to use a scope of work template to create your own project and scope

3. Create a new project from an existing client

Want to create a project for a client you’ve already worked with? Head over to your clients page to find your full list of clients. Here you can create a new client or access the information of clients you’ve already added. Select the client you’re looking to create a new project for to land on their info page. To create a project for this client, simply click on the “new project” button at the top right corner of the projects section to drop down the options menu and choose the option of how you wish to start your project.

Creating a new project from your client's contact card

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

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

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

*Note: You can edit the project name after creating it in the Project Details window.

Create a New Project Now

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Still have questions? We're happy to help!