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Create a new project

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To create a new project:

  1. Go to Project by clicking Projects from left menu.
  2. Click ‘New project’ on top right.
  3. Fill in project details, for example select a Contact from the ‘contact’ dropdown to which we need to associate this project.
  4. Provide when project was started and when it is expected to finish in ‘Created’ and ‘Completed’ fields.
  5. Select the appropriate status from ‘Status’ dropdown and provide notes(optional).
  6. Press submit button to create a new project.