How can I Use a Project Plan to Create a New Project?

From the Project Plan Listing page:

  1. Navigate to More> Project Plan> Project tab
  2. Choose the project plan of your choice & click on ‘Create Project’ from the bottom.
  3. Fill out everything that’s asked for & provide your project template, workflow etc & click on ‘Create’.

From Quick Links:

  1. From anywhere in the app, click on ‘Quick Links’ on the header > New > Project
  2. Choose the project plan of your choice & click on ‘Create Project’ from the bottom.
  3. Fill out everything that’s asked for & provide your project template, workflow etc & click on ‘Create’.

    

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