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How to Create a Project

Follow these steps to create a new project in Argenta.

Step-by-Step Instructions

  1. Navigate to Workflow & Productivity > Project Management
  2. Click Add New
  3. Fill in the required fields:
    • Project Title: Descriptive name (max 140 characters)
    • Status: Current project status
    • Priority: Urgency level
  4. Add additional details:
    • Project Manager: Person responsible for the project
    • Project Group, Type, Category: For organization
    • Request Date: When the project was requested
    • Due Date Desired: Target completion date
    • Work Start/End Dates: Planned work period
    • Budget: Allocated funds
    • Description: Full project details
  5. For billable projects, set:
    • Is Billable: Check to enable billing
    • Hourly Rate: Rate for time tracking
    • Client: Who to bill
  6. Click Save
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