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Create a project

1

Open the Projects page

From the home screen, navigate to Projects. You’ll see your existing projects and a Create new project card.
2

Click Create new project

Click the Create new project card. A dialog appears with a name and description field.
3

Name your project

Enter a clear, descriptive name. Good names describe the initiative, not the task type.
4

Add a description

Write a short description of what the project is for. This helps collaborators understand the project’s purpose at a glance.
5

Click Create

Click Create. Your new project opens and you’re ready to add tasks or upload context.

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Naming tips

DoDon’t
”Q3 Product Launch""Project 1"
"Competitor Analysis - Fintech""Research stuff"
"Marketing Site Redesign""Website”
Keep names under 50 characters. Use the description field for additional context.

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Rename a project

  1. Click the … menu on the project card.
  2. Select Edit.
  3. Update the name or description and save.

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Star a project

Star a project to pin it to the top of your project list for quick access.
  1. Click the … menu on the project card.
  2. Select Star.
To unstar, open the same menu and select Star again.

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Archive a project

Archiving preserves a project and all its contents in a read-only state. Use it when work is done but you want to keep the history.
  1. Open the project and click the … menu.
  2. Select Archive project.
  3. Confirm the action.
Archived projects are fully searchable and viewable. You can unarchive at any time to resume editing.

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Delete a project

Deleting a project is permanent. All tasks, files, connected services, and collaboration history inside the project will be lost. If you might need the work later, archive instead.
  1. Open the project and click the Settings icon.
  2. Click Delete project.
  3. Confirm by selecting Yes, delete.

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What’s next?

Project overview

Learn how projects organize your Solve and Build tasks.

Context

Upload files and connect services for shared context.