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Create Project

Organize tasks, track progress, and manage resources effectively with projects in WorkTrek.

Updated over 2 months ago

Follow these steps to set up your project efficiently:

  1. Access the Projects Section

    • After logging in, click on Work in the sidebar menu and select Projects.

  2. Start a New Project

    • Click the New button to open the form for creating a new project.
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  3. Enter General Information

    • Enter Name, in the General Info section fill in details such as the Description, Project Status, and Project Dates. Add any other relevant information that defines your project.

  4. Attach Relevant Documents

    • In the Documents section, upload any files or attachments that are important for the project, such as plans, specifications, or reports.
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  5. Set Permissions

    • Under the Permissions section, assign the necessary user permissions for the project. For more details, refer to the permissions guide.

  6. Save Your Project

    • Once all the necessary details are entered, click Save to add your new project to the system.
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