Creating Projects

Creating Projects


Projects can be created in two different ways.  You can create a project based on a project type or project template.

Project type, is how you define your project workflows, question templates, and checklists.  To see more details on how to create a project using project type, please see this short video below:



Project templates are created based on your project types but also allows you to pre-assign  tasks and due dates so when you create a project all task assigned are predetermined.  This is also great for using to define groups of staff that work on certain types of projects. To see more details on how to create a project using templates, please see this short video:




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