FAQs in this section
What is a Project?
How do I create 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?
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 from Quick Create?

Yes, you can create a project by clicking the + icon, called Quick Create present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:

  1. Click the +  icon displayed on the top right side of your screen.
  2. Click Show all to view all the modules you can create records in using Quick Create.
  3. Select Project from Project. 
  4. Enter all the mandatory details.
  5. Click:
  1. Save to save the record.
  2. Save and Continue to save the record and go to its Deep Dive View to enter other details. 
  3. Clicking Cancel discards all the information you entered.

To know more about Quick Create, click here.

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