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Create a Project

How to create a Project.

Traffio avatar
Written by Traffio
Updated over 2 weeks ago

Getting Started

Projects help organise and manage bookings for a particular client, whether ongoing or one-off. They link related bookings, allowing you to set specific requirements, such as skills, for the resources involved. Projects also enable you to define contacts and manage communication efficiently. This structure ensures consistency across all bookings associated with the project and simplifies the tracking of resources and tasks.


How to create a Project

  1. Select Clients on the sidebar

  2. Select the Projects tab

  3. Click +New

  4. Select the relevant Client

  5. Fill in the details for the Project

  6. Click Create


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