Create a Project
New projects are created from Admin → Projects using the New Project button. The form has three tabs — PROJECT, USERS, and GROUPS — but only the PROJECT tab is required to create a project. USERS and GROUPS let you configure access rules at creation time, but they can be set up later.
How to create a project
- Go to Admin → Projects and click New Project.
- Fill in the required fields on the PROJECT tab (at minimum, a project name).
- Optionally configure USERS and GROUPS access rules on the other tabs.
- Click Create. The project appears immediately in the Active table.
PROJECT tab fields
| Field | Required | Notes |
|---|---|---|
| Icon | No | Choose an emoji, pick from the icon library, or upload an image |
| Project Name | Yes | Must be unique within the workspace |
| Summary | No | Short description shown in the project list |
| Default Access | Yes | Controls how member roles are resolved — see below |
| Default Role | Conditional | Required when Default Access is set to Use a project default role |
| Mark as completed | No | Toggle — immediately moves the project to the Completed table |
Default Access explained
The Default Access setting controls which role is used as the baseline for members of this project. There are two options:
- Use each user's Global Role
- When a user is added to this project, their workspace-wide Global Role applies. This is the standard setting and means the project follows whatever role each user carries globally. Individual overrides can still be set on the USERS or GROUPS tabs.
- Use a project default role
- A specific role you choose is used as the default for all members of this project, regardless of their Global Role. This is useful when you want a consistent permission floor for everyone in the project — for example, making all members read-only unless explicitly granted more access.
For how these settings interact with individual user overrides and access modes, see Project Access. For the relationship between Global Roles and project permissions, see Global Roles.
USERS and GROUPS tabs
The USERS tab lets you add individual users to the project and set their access mode at creation time. The GROUPS tab does the same for Access Groups. Both tabs are optional — you can create the project first and configure access separately using the Access button on the projects list.
For a full explanation of access modes and how effective roles are resolved, see Project Access.
Editing an existing project
Click the Edit button on any project row in the projects list. The same form opens on the PROJECT tab. All fields can be changed, including the Default Access setting. Changes take effect immediately.