Create a Project

Estimated reading time: 1–2 minutes

Overview

You can create a project in Coperniq using two methods:

• Directly from a client’s profile

• From the Projects section in the left-hand menu bar

Both methods guide you through the same required fields and setup process.

Method 1: From the Client Profile

Steps to Create:

• Navigate to Clients section from the left-hand menu

  

• Search for and open the client profile

• Select the Site you want to add the project to, then click the + button under the Overview section.

• From the dropdown, select Create Project
  

  

• Fill in all required fields

• Click Create
  

  

Method 2: From the Projects Page

Steps to Create:

• Navigate to Projects section from the left-hand menu
  

  

• Click + Project in the top-right corner

• Complete all required fields

• Click Create