Create a Project

  1. Access the Project list.
  2. Click Add.

    Project - Add

  3. Enter a name for the new project.
  4. Enter a description for the new project.
  5. Select the Inactive check box to designate the project as inactive. Leave it blank to designate the project as active.
  6. Click Save.

    Note: The new project will appear in the project list and can have a workflow template associated with it. The created date and time of the new project will also appear on the project list.

See Also

Workflow Projects

View the Project List

Edit a Project

Delete a Project/Reassign Tasks

Complete an Action Item