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How do I create a New Project?

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  1. Click ‘Projects’ from the left navigation menu.
  2. Click the 'New Project' button.
  3. The 'Basics' tab will be the first tab you can view.
    • Author: Name of user that created this project.
    • Name: Project name.
    • Ticket ID: Automatically generated ID (You can click the 'Modify' button to change the Ticket ID).
    • Type: Project type (This option is defined in 'Settings' -> 'Preferences' -> 'Projects').
    • Description: Description of the project.
  4. Click 'Status' to open the status tab where you can change the following:
    • Status: The status of the project with the following default values ‘Completed’, ‘In Progress’, ‘Not Started’, ‘Waiting on something’.
    • Priority: Priority of the project with the default values ‘High’, ‘Medium’ and ‘Low’.
    • Start Date: Start date of the project.
    • Due Date: Due date of the project.
    • % Complete: Percent completion of the project.
  5. Click 'Custom Fields' to open the custom fields tab where you can change any custom fields you have created. To learn how to create custom fields for your projects, please visit How do I add or remove Custom Fields? and scroll down to the Project Fields section.
  6. Click the 'Sharing and Permissions' tab. Here you can link your project to any number of categories as well as set the permissions for other users accessing this project.

To view a video demonstration of this feature, visit How do I Create a New Project?.