Getting started

Projects

Create a project, pick its type, and switch between projects.

Where: Sidebar → All projects

Who: Creating a project needs the owner, or a user allowed to create projects.

Create a project

  1. 1Go to All projects and click New project.
  2. 2Give it a name and a short key like GRN. The key starts every item's number (GRN-1, GRN-2…) and can't be changed later.
  3. 3Choose the project type: Construction site turns on the site model, daily reports and materials, and uses site terms. General is a plain project; you can turn features on later.

Moving around

  • The project switcher at the top of the sidebar jumps between projects.
  • Inside a project the sidebar lists its pages: Summary, Board, Schedule, Daily reports and the rest.
  • Features you don't use can be switched off in Settings → General, which also hides them from the sidebar.