For AI agents: a documentation index is available at /llms.txt. A markdown version of this page is available at /how-to-use-the-project-plan-to-create-a-new-project.md.

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

Updated

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’.