How-to create a new project

With this guide you will learn how to quickly create a new project.

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Before you start

In order to be able to follow this quickstart guide you need to have an organization in RevasOS and be a contributor with the necessary project creation permissions. You can find more infos in the roles and permissions section.

Project fields

When creating a project, you will be asked to fill in the following fields:

Field	Required	Description
Title	Yes	The name of the project. It will appear in the dashboard and in all project-related views.
Start date	Yes	The date when the project is expected to begin. Used in reports and timeline views.
End date	Yes	The expected completion date of the project. Used in reports and timeline views.
Status	Yes	The current state of the project. Available values: Backlog, To do, Doing, Done, Archived, Stopped.
Customer	No	An optional contact from your contacts list to associate as the project commissioner.
Description	No	An optional free-text description to provide context about the project.

Create a project

Tip

To be able to create a project you will need the Projects app, if you haven't already please install it from the RevasOS Store.

1. Open the Projects app from the RevasOS environment;
2. Click on the + New project button;
3. Enter the Title of the project;
4. Select a Status from the drop-down menu;
5. Insert the Start date and End date for the project;
6. Optionally, add a Description and assign a Customer from your contacts list;
7. Click on Create project.

What's next

Once the project is created, structure it by adding milestones and tasks:

• Create a milestone — group tasks into phases or goals.
• Create a new task — add work items and assign them to collaborators.