How do I create a project?
Start a project from the Projects page, the canvas or Ash, and fill in its details.
Updated Oct 23, 20262 min read
- projects
- create
- new project
From the Projects page
- Go to Projects in the sidebar.
- Click New project at the top right, or a + New project tile at the end of a row. A tile in a status row starts the project with that status.
- Give it a Title. Everything else is optional: Labels, Status, Priority, Start date, Due date, Description, Client and Value.
- Click Create project. The project opens.
Basic includes 3 active projects. At the limit, New project opens the plan dialog. Archiving a project you've finished makes room, and archived projects don't count. A studio over the limit, for example after a Studio plan ends, can still open every project, and creating and editing wait until it archives down or upgrades. See how to archive or restore a project.
From the canvas
- Right-click empty space and choose Add → Project…. The new project lands as a card where you clicked.
- Or click the + on a contact or organization card and choose Project. The new project is linked to that person or organization.
From Ash
Ask Ash, for example "Start a project called Walnut dining table for Hauser, due December 1". Ash creates it and shows a chip to open it.
Fields
| Field | Tip |
|---|---|
| Client | Pick a contact or organization, or type a name. You can create a new contact or organization right from the picker |
| Value | Type an amount like 1,200 |
| Dates | The due date has to come after the start date |
Add a cover later from inside the project: Add cover.
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