Creating a project

Create a project from the Project module, optionally from a template, and land on its task list.

Open Project

Click Project in the left menu. You land on Favorites (or the last folder you used) with the project list on the right.

Create a new project

• Click New Project (visible to workspace managers, and not while you are in Trash).
• Enter a name, choose a folder (project category), optional description, members, and other details.
• Save. SANZE opens the project's task list so you can add the first tasks.

Create from a template

In the create form, pick a template to copy structure, statuses, and sample setup. You become the project owner and can delete or restore the project later.

Plan limits

Free workspaces have a maximum number of projects. If New Project is locked, upgrade from Billing or delete unused projects (they still count until permanently removed from Trash).

After you create

Add members, set roles, create tasks, and optionally star the project so it appears under Favorites.