Skip to Content

What is a project and how do I create one?

June 28, 2026 by
SimplyConnecting

A project represents a client engagement or internal initiative. It has a name, description, status, currency, start date, and end date. It belongs to one organization (client or internal company).

To create one: go to Projects in the sidebar → click + Add at the top right → fill in the form and save.

Project statuses: Open, In Progress, On Hold, Closed.