FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo Pay-KB

Search Knowledge Base by Keyword

Create a new project

You are here:
< Back

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.