How To Create a Project

In this article, we are going to show you how to create a project using Operance. Please follow the steps listed below to create your first project.

Problem Description:

After successfully signing up to Operance, you want to create your first project on the platform. You have already checked with your team to see if this project exists on the platform, and it doesn't, so therefore, it needs to be created.


Did you know?

As part of being an organisation on our platform, you can assign permissions to different members of your organisation to help maintain maximum security for your projects. With this in mind, ensure you check that the project doesn't exist before making your own. If it exists, you will need to be given permission to access the project by an organisation admin. 



Animated Guide:

An animated guide is available below to help you visualise completing this action on our platform. If you prefer manual written steps, please use the steps below the animated video guide. 



Manual Steps:

  1. Navigate to the top right and click on the pink + icon
  2. A dropdown box will appear, select Project.
  3. Fill in the fields with as much information as you can.
  4. Click on the button, Create Project.
  5. Your project has now been created!

Would you like further assistance?

If you have any questions or need help, please use the chatbot inside the platform or contact your account manager; we will be happy to help.