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User Guide / Creating a new project from a process

Once you have built and saved projects as processes using the Project Builder, you will have a selection of processes you can use for quickly starting new projects. When you select New Project from the dashboard you will be presented with your saved processes or be able to create a brand new project:

Create project from process

If you have defined and refined your processes, starting projects is then simply a matter of clicking on the desired process button which launches a new project window. Also, you can use the process menu by clicking on the drop-down arrow inside each process button:Process menu

You are able to either delete processes you no longer wish to use or edit them if you need to change their structure (add/edit/delete milestones or tasks).


Posted in: Projects