How to Create a Project in Project Insight

Quick video on how to create a new project in Project Insight.

Transcript:

To create a new project, start from the home screen. You can click on the icon that says "Projects." This will take you to the project home, which lists all of the projects that you are currently managing.

Click the "Add Project" button. Give your project a name, along with an optional description or color. Choose the start date for when your project will begin, and then hit the "Save" button. At this point, you will be taken to the project task list, which is available in the views. From here, you can build out your project schedule.

To return to your list of all projects that you are managing, click on the main menu, select "Projects," and that will take you to the project home, where you will see an overview of all the projects you are managing.

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