Creating a new project

Projects are the main container for organizing your files, tasks, and proofs in Edoro. This article covers creating a new project and the basic options available when you do.

Creating the project

1. From the Projects grid, click New Project (or press N).
2. Fill in:
   • Project Name (required) — checked live against your other projects; if the name is taken, a suggested alternative is offered.
   • Description — optional.
   • Due Date — optional.
3. Under Additional Settings (can be filled in later), you can also set:
   • Project Schema — attaches a set of custom fields to the project. See Applying a project details schema to a project.
   • Default proof workflow — auto-applied to any file marked as Proof when it's uploaded into this project. See Setting the default workflow template for new assets in a project.
   • Tags — press Enter or comma to add each one.
4. Confirm to create the project.

Creating a project requires the Add project permission.

What's next

Once a project exists, you can upload files into it, organize it with folders, and add teammates as members.