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Creating and Managing Projects

Learn how to create, update, and manage projects throughout their lifecycle.

To create and manage projects:

  1. Go to the Projects tab

  2. Click Create Project

  3. Select or link a property

  4. Assign a stage in your pipeline

  5. Click Save

Once created, you can manage projects using different views:

  • Pipeline view β†’ organize projects by stages and move them through your workflow

  • List view β†’ view all projects in a structured list

You can update a project by:

  • Changing its stage

  • Opening it to access detailed information

  • Editing project details as needed

Managing projects effectively helps you track progress, stay organized, and keep your workflow consistent.

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