The Importance of Creating a Project #
Creating a Project is a critical first step in setting up your workspace. All things revolve around Projects, including Team Members, Community Members (customers), Roadmaps, Feature Voting, and so on. Without a project, you won’t be able to get started, so be sure to check out this article: Projects: An Overview.
After you’re familiar with how Projects work, it’s time to create your first Project, and, spoilers, it’s extremely easy to do so.
First Things First: Take the Product Tour #
Note: we HIGHLY suggest that you take the product tour when you first login to your PathPro account. You will see this option displayed automatically, but you can also take this tour anytime by clicking the “Help” dropdown at the top right of your admin area. There’s you’ll see the link to take the Feature Tour, as shown here:
At the end of this tour, you’ll be prompted to create your first project, which we of course suggest doing so right out of the gate.
Creating A New Project #
If you have skipped the tour, you can also create your first project by navigating to the Projects tab, and clicking either the “+” symbol seen there, or by clicking the “Add New” button in the top right:
On clicking this option to create your first project, you’ll be greeted with the Project settings panel. This consists of a few key details about your project, which we’ve outlined below:
And that’s all there is to it! As mentioned, the PathPro ecosystem revolves around your projects, so now that you’ve created one, it’s time to really dig in. We recommend you start by creating your first Path Group.
