Creating Projects

Modified on Sat, Aug 19, 2023 at 12:30 PM

Once you’ve created your Teamly account, you’ll want to configure the projects that your users will be added to.

In this tutorial, you’ll learn how to:

  • Create new projects in Teamly

  • Configure the project details

  • & View created projects

To create projects in Teamly:

Click on the ellipsis dropdown menu at the top right hand side of the workspace name or on the left hand side you’ll see the “+” icon to "Create project."

Give your project a name.

OpPTIONAL: Add a description.

Add a logo or image.

Then click on “Create.”

Your new project will be created. The project's name will be shown on the top left hand side.

Each project will have a Workflow, SOPs and Files tab as well as, a general department. The general department is where all users within that project will be automatically added.

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