Creating Your First Project

After you've confirmed your account, you can create your first project.  Upon logging in you should see a Dashboard similar to the screenshot below:


Click "Create a Project"

Start by clicking the "Create a Project" button.

Step 1. Project Info

Enter your project name, role, current phase, start/end dates and description.  You can also include a project image.  Then click "Next Step."


Step 2) Document Categories

Next, add the document categories you want to use for this project.  You can create as many categories as you need.  Then click "Next Step."


Step 3) Project Members

Finally, add the project members you would like to invite to this project.  An email will be sent to the email entered as an invitation for the project member to join the project.  These members will have access to login and collaborate on the project.  You can also elect to skip this and do it later.

Then click "Create Project" to save your new project.


View Project Homepage

Now you should see your project homepage with some "Getting Started" tips to help you get going.


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