1) Log in to the Web app.
2) Click on the orange plus sign button at the bottom left of the project list.
3) Now select "Create project".
4) In the window that appears, enter the project name and confirm your entry by your entry by clicking on the orange "Create project" button. Employees who have already been invited to your company can be added directly as project members by clicking on the "Add" button.
5) In the project that opens, you have the option of making various entries under the under the "Details" section.
These include, among others:
- Selection
- the start and end date
- the project status
- the colour coding (to make it easier to distinguish your projects)
- Deposit
- of one or more contact persons
- the address
- the billing address
- a note
- an ID number
Confirm your entries by clicking on the orange "Save" button.
6) If you would like to invite your employees to this project as members now as members, you can use the help article proceed as described.
Good to know:
- Employees who are still using the former, free Basic version can be added as project members in up to 10 projects (incl. archive).