Create a project in Tactplan

In this video you will learn how to create a project in Tactplan.
April 9, 2024
1
 min

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This video from Tactplan provides a tutorial on how to create a new project within the platform, a fundamental step for users starting to manage their tasks and schedules using Tactplan.

Key points include:

  • Initiating Project Creation: To begin, users must click the "new project" button. This is typically located in a prominent area within the user interface to facilitate easy access.
  • Entering Project Details: Users are prompted to enter several key pieces of information about the project. This includes naming the project, assigning it a unique code, choosing a color for easy identification, and setting the currency and measurement units that will be used throughout the project.
  • Saving the Project: After all necessary details are filled in, clicking the "save" button will finalize the creation of the project. The new project will then appear on the user's dashboard, ready for further development and task allocation.

This process is crucial for organizing and delineating various projects within Tactplan, ensuring that each project has its distinct parameters and settings for effective management.

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