15.4. Create a New Project

Note

Technicians with necessary permissions can create a project. Learn more.

A technician can create a new project in the following way:

• He goes to the project list page.

• He clicks on the Create a Project button situated in the top right corner of the page.

• A dialog box opens where the technician can enter the following inputs:

  

  1. Name of the project in the name field.

  2. Project Key: The project key will be used to generate unique ids for tasks created in the project.

  3. Set the project owner. He/she will be the assigned technician.

  4. Set the priority of the project.

  5. Set the Start and end date of the project.

  6. Set the location of the project; this applies location scope to the project. To be member/owner of the project, a technician has to have the location permission (or All Location permission) as set in the project. Learn more about location scoping.

  7. Set a Department. Learn how to add more departments

  8. Set a Category. Learn how to add more Category

  9. Write a description of the project.

• When done, the technician will click on Create.

15.4.1. Project Visibility

• A new project is visible to the creator only by default.

• Projects follow location scoping when it comes to visibility, which means a technician has to have the permission of the location of a project. A project inherits the location of the creator.

• A project creator can assign an owner and members, which allows others to view the project. During assignment, the technician list is filtered based on the location permission of the creator.