Creating a Projectmail_outline

To initiate a new project, navigate to the Projects list, and click Add Project in the top right.

The Projects sub-navigation has two list views. Adding a project from the My Projects list will automatically assign that project to you when creating a single New Project. If you create a new project from the All Projects list, it will be unassigned by default.

Select New Project to create a single project, or click Import to load multiple projects into your account.

The project import feature allows you to upload up to 500 projects at once. Simply select Import and click Download Project Import Template to open a CSV template to add your project information. 

The downloaded template provides examples of how to input the relevant data for each project.

In an effort to accurately map the data for your Project Import, please note: 

  • Any Users and Custom Fields will need to be created in your account before adding them to the CSV.
  • The Is Archived column requires an entry of 'Not Archived' or 'Archived'
  • To include a Custom Field name, simply fill in the parenthesis with the field name (do not delete the column header with the field name). 
  • You are able to add multiple Custom Field columns to the CSV.

Once all applicable project information is added, drag and drop the updated CSV file into the Create Projects modal to begin the import. If you would like to manually alert users they have been assigned to the imported projects, uncheck the Send email to users assigned to the projects option. Click Create Projects to complete the import.

If the system detects an error in the CSV file, it will provide a validation Error or Warning message. 

In the example below, the CSV did not include an accurate Custom Field name, presenting a validation Error message and requiring an updated file before proceeding.

The system may also provide a Warning for issues like duplicate Project Names. These warnings will simply alert you of a potential error, but will allow you to continue the import, if desired. In these instances, a Warning like the message below will display. 

The downloaded file provided in the Warning message will include further explanation on the indicated warning.