Creating a Project

Projects represent a large amount of work that needs to be done in Workfront. 

As a system administrator, you can configure the default status for a new project in the Project Preferences area of your Setup.

IMPORTANT We recommend that the default status for a new project is Planning. As you are making changes to the new project, this ensures that notifications do not trigger to the users assigned to the project.
For more information about setting up the default status for a new project, see the "Project Status" section in "Setting Project Preferences."

You can create a project in Workfront by using one of the following methods:

To create a new project from scratch:

  1. Navigate to the Projects area and click New Project.
  2. Enter a name for your project. Press Enter to save the name.
    The header of the project page displays a quick overview of the current health and progress of a project. The information in the project header changes as the project information is updated.
  3. Click Start Adding Tasks
    New Task to add tasks to the project and assign resources to them.  
    For more information about adding tasks to a project, see "Creating Tasks in a Project."
  4. Edit the project details, by clicking the Edit Project link in the project header. 
    The Edit Project dialog box opens. 
    For more information about editing project details, see "Editing Projects."
  5. (Optional) After configuring the project settings and add the tasks, you can change the status of the project to Current
    This indicates that the project is now ready to start and users assigned to the tasks can now start working on them. 
    For more information about project statuses, see "Understanding Project Statuses."
This article last updated on 2018-08-10 13:10:37 UTC