Plan a project
Organize project responsibility, dates and related work.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Decide the project scope, dates and responsible users.
Step by step #
- Open Projects and add a project.
- Enter the title and required project details.
- Choose dates, status and assigned users where provided.
- Complete additional forms and save.
- Open the project to review tasks, activity and attachments available to you.
Understand the fields #
- Assigned users: responsibility and potentially record visibility.
- Dates: planned schedule.
- Status: current workflow state.
- Attachments: supporting documents, not a substitute for required fields.
Check the result #
Verify the saved project and assignees before creating associated tasks.
If something goes wrong #
If a user or record is missing, check access and company context before creating duplicates.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.