Create a project

Before you start

• You only need to be signed in, whatever your role in other projects.
• Prepare the project key, 2 to 10 capital letters. It cannot be changed afterwards. See Choose a project key.

Open the form

1. In the top bar, click Create, then Project.
2. You can also open Projects in the top bar, then click Create a project.

The Create a project window opens.

Fill in the form

1. In Project name, enter the name that members will see everywhere. The field is required.
2. In Key, enter the project key, for example FORM. It will prefix every ticket: FORM-1, FORM-2, and so on.
3. Optional: in Description, say what the project is for.
4. Check the Owner. It is set to Me (default). Only a Super Admin can pick someone else from the list.
5. If you belong to several sites, the Site field appears. Choose the project’s site. Without a choice, it shows My site (default), and the project goes into the first site you joined.
6. In Template, choose Scrum or Kanban. Scrum is selected by default.

Create the project

1. Click Create the project. The window closes.
2. The project appears in the projects list. Its My role column shows Admin.
3. Click the project name to open its board.

If you get stuck

What you see	What to do
“The name is required.”	Enter a name in Project name.
“The key is required.”	Enter a key in Key.
“The key has 2 to 10 capital letters, with no digit or space.”	Remove the digits, spaces, accents and symbols.
“This key is already taken by another project. Choose a different one.”	A key belongs to one project only, even an archived one, even one you cannot see. Choose another.
“The chosen owner no longer exists. Reload the page.”	Reload the page, then choose the owner and the site again.
“Your session has expired. Sign in again to continue.”	Sign in again, then start the creation again.
“The service is temporarily unavailable. Try again in a moment.”	Wait a moment, then click Create the project again.

Good to know

• The project gets the default workflow: To do, In progress, In review and Done. Both templates get the same one. You can adapt it, see Add a status to the workflow.
• You are Admin of this project only. Only its members, and Super Admins, can see it.
• If you do not belong to any site yet, the product creates one for you along with the project. You are its administrator.
• When a Super Admin picks another owner, that person is not added to the members. The form reminds you of this. Add them afterwards, see Add a member to a project.
• If you close the window while typing, your text is still there when you open it again, under Draft restored. Clear draft starts again from an empty form.
• The product does not yet let you change a project’s name, description, owner or template after creation. The key never changes.