Creating a New Project

To create a new Project, go to the Projects tab, click the green [+Add Project] button and choose [Add new project].  Name your Project and then click [Submit]. You can also choose to clone an existing project by typing in the name of the Project in the search box before hitting [Submit].  This will copy the existing Project Settings and Users of that Project and duplicate them in the Project you are creating.

Tip:  You may also notice an option to Import a Project when you click the [+Add Project] button.  Importing a project is designed for copying Projects from a separate organization if you have access to multiple organizations.  However, this is an advanced feature, so please contact your Customer Success rep for assistance with this option.

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