New Projects
Now that you have set up your organizational settings, it's time to start creating your projects! 💥
Option 1: On your home screen click the 'Project' or 'Create new'
Option 2:
Using the drop down menu in the top left, select your organization at the bottom of your menu.
Step 1: Under your organization, click the blue '+ Project' button.
Step 2: Populate the required information fields, and remember this can be edited at any time. Nothing is set in stone.
Step 3: If your organization has project templates set up, choose one here.
Your template applies the document names, IDs, disclaimers, and custom workflows you've already saved, so you're not setting them up from scratch. Choose 'Part3 default' to start from Part3's standard naming instead.
Don't see a template dropdown? That means your organization hasn't created any templates yet, and project creation works exactly as it always has. Learn how to set up project templates.
Changing your template selection after you've edited fields will overwrite those edits. Part3 will warn you first.
Step 4: Select the workflows you want to use on this project. Again, this can be edited later, so no pressure to figure it out right now. When finished, click 'Create project'.
Congratulations, you created your project! Next steps are to build out your project team and get your document names & IDs & assignees set up.
Setting up a lot of projects? Save this configuration as a project template and reuse it on the next one.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io