FAQs in this section
What is a Project?
How do I create a Project from a Deal?
How do I add a Document to a Project?
How do I add a Quote to a Project?
How do I add Invoices to Projects?
How do I create Project Milestones from Projects?
How do I export or print a Project record?
Is Projects available in the Sales Starter edition?
How do I create a project from Quick Create?
Can I view the Start date, End date, and Duration values in column form in the Gantt Chart View?

How do I create a project?

Follow the steps below to create a project:
  1. Click the Main Menu.
  2. Go to the Projects tab.
  3. Select Projects module.
  4. Click the +Add Project button.
  5. Fill in all the necessary details.
  6. Click Save to create the project record.
    • Click Save and Continue if you want to add more details.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube