Create Project Modal

The Create Project modal lets you quickly set up a new project in your workspace. You can access it from the Workspace Dashboard by clicking the "New Project" button, or from the Quick Create menu in the header.

What You Are Looking At

When the modal opens, you see a workspace selector at the top (if you belong to multiple workspaces), followed by form fields for project details. The modal is designed for speed, allowing you to create a basic project with just a name, or add detailed configuration before creation.

Project Name and Description

The project name is the only required field. Enter a clear, descriptive name that helps team members identify the project at a glance. Good project names often include the client name, product area, or initiative type.

The description field is optional but recommended for projects that will involve multiple team members. A brief description helps new team members understand the project context without asking questions.

Best practices for project names:

• Keep names concise but descriptive
• Use consistent naming conventions across your workspace
• Include client names for agency work
• Avoid special characters that might cause URL issues

Status Selection

Click the status button to choose an initial project status. Your workspace may have custom statuses configured, or you can use the defaults. Common initial statuses include "In Progress" for active work or "Planning" for projects not yet started.

The status appears on the project card in the Workspace Dashboard and helps you filter and organize projects. You can change the status anytime from the project Kanban board.

Client Association

If your workspace has clients configured in ClientFlow, you can associate the project with a specific client. This connection enables:

• Client-based project filtering
• Automatic client context in invoices
• Client portal access for external stakeholders

Select "No Client" for internal projects or projects not yet assigned to a client. You can add or change the client association later from Project Settings.

Start and Due Dates

Setting start and due dates helps with project planning and appears on calendar views. The due date cannot be earlier than the start date.

These dates are for project-level planning. Individual tasks within the project have their own due dates, which can extend beyond the project due date if needed.

Budget Configuration

Click the budget button to set financial parameters for the project. You have two pricing modes:

Fixed Value: Enter a total project budget amount. Use this for fixed-price contracts or projects with predetermined budgets.

Hours and Rate: Enter estimated hours and hourly rate to calculate the budget. Use this for time-and-materials projects or when planning based on effort estimates.

Select your preferred currency from the dropdown. The budget information helps with financial reporting and appears in the Billable Time and Budget features.

Privacy Setting

Toggle between Public and Private visibility:

Public projects are visible to all workspace members. Team members can see the project in listings and may be able to access it depending on their role.

Private projects are only visible to workspace owners and explicitly added team members. Use private projects for sensitive work, client-specific projects, or early-stage initiatives not ready for broader visibility.

Creating the Project

After filling in the desired fields, click "Create Project" to create it. The button is disabled until you enter at least a project name and have a workspace selected.

If creation succeeds, the modal shows a success confirmation with a button to open the new project directly. You can also close the modal and find your project in the Workspace Dashboard project list.

Pro Tips (Once You Are Comfortable)

• Time-saver: After creating a project, consider immediately setting up your Kanban columns before adding tasks. This prevents having to reorganize later.

• Did you know? You can access the Create Project modal from anywhere using the Quick Create menu (the plus icon in the header).

• Common mistake: Creating many projects without clients assigned makes financial reporting difficult later. If you are an agency, assign clients during creation.

• Power move: Use consistent budget configurations across similar projects to enable accurate cross-project financial comparisons.

Permissions

Who can create projects:

• Agency Owners: Always
• Managers: Always
• Developers: Yes, unless restricted by workspace settings
• Clients: No

If you do not see the "New Project" button, your role may not have project creation permission. Contact your workspace administrator.

How to Report a Problem or Request a Feature

If you encounter issues creating projects or have suggestions for improving this modal, submit feedback through GitScrum Studio. In the Sidebar, click on Support Tickets and open a ticket describing your experience.