User guide / Creating & scoping a project
Managing a projectCreating & scoping a project
Creating a project, its scoping note and its type.
2 pages · updated October 2026
- 01 Creating a new project Create a blank project or one based on a template, choose its start date and colour, then its first view. 1 min
- 02 Customising a project Name, colour, cover image, view background, members: give each project its own identity. 1 min