Create Project

Getting started with creating your first project

Great, you're ready to create your first project! We made it super simple, and I'm here to guide you through.

Alright? Let's go!

Step 1: Click our global create button at the top right


Step 2: Select Project


Step 3: Specify the details for your new project

  • Project name: Recognizable name of your project
  • Start date: The start of your project
  • End date: The end of your project
  • Duplicate an existing project?
  • Project labels: Those are used to categorize projects, people and cards. They're also used to bring you better estimations through our artificial intelligence.
  • Are you working in Agile?

Step 4: Click Create

Congrats, you're done! You got your first project in Forecast. 👏

Next Step

Your next step, would either be to continue setting up your first scope, or begin adding your team members to Forecast (either virtually or with login access) to begin collaborating.

Choose what option you prefer first, and remember you can always go back and go through the list of getting started articles here.

If you need any help, please do not hesitate to reach out to us through the chat in the bottom right-hand corner of your screen.