- From the sidebar menu select Jobs.
- Then select Projects.
- On the top right click the Create Project button.
- In the customer selector start typing to select a customer or add a new one.
- In the contact selector start typing to select a contact or add a new one.
- If the job requires a location, in the location selector start typing to select a location or add a new one.
- In the employee selector choose the employee responsible for the project.
- Fill in a description for the project.
- Set the project start date if not today.
- Set the project due date if not today.
- Click Create Project to complete the process.
