Creating a project


  1. Go to the activities tab and select projects
  2. To access an existing project you can search by name, or click on the "advanced" tab for more advanced search options

  3. Click the yellow/orange "create" button
  4. FIll in the form with your project details, and click "save".  Note that you can link your project to an opportunity.

  5. To set up the detail of your project, click back on the activities menu and select "projects".  Then click on your new project.  Click on the project team tab, and use the create button to set up your project team.

  6. You will need to specify a role for each of your project team members.  If the role you want is not there, go to the settings menu and select lookups.  Select projects - persons role in the menu, and click on the "create" button to create a new project role.

  7. The activities tab shows any tasks, appointments or emails related to your project.