# Creating a Project

## Creating a Project

Learn how to create new projects in Kaana.

Updated over a month ago

### Quick Create

{% stepper %}
{% step %}
Click the **+ New Project** button from the Projects page or dashboard.
{% endstep %}

{% step %}
Enter a project title.
{% endstep %}

{% step %}
Click **Create**.

The project is created with default settings and you can fill in details later.
{% endstep %}
{% endstepper %}

### Detailed Create

For a more complete setup:

{% stepper %}
{% step %}

### Step 1: Basic Information

Click **+ New Project** and fill in the project details:

* **Title** — A clear, descriptive name
* **Description** — What this project is about
* **Status** — Usually starts as "Active"
* **Start Date** — When work begins
* **Due Date** — Target completion date
  {% endstep %}

{% step %}

### Step 2: Team Assignment

* **Owner** — Primary person responsible
* **Team Members** — Add contacts who will work on this project
  {% endstep %}

{% step %}

### Step 3: Organization Link

If this project is for a client:

* Select the **Organization** this project belongs to

This helps organize projects by client.
{% endstep %}

{% step %}

### Step 4: Tags and Categories

* Add **Tags** to categorize the project
* Tags help with filtering and reporting
  {% endstep %}

{% step %}

### Step 5: Create

Click **Create Project** to finish.
{% endstep %}
{% endstepper %}

### Creating from a Template

Use an existing blueprint to jumpstart your project:

{% stepper %}
{% step %}
Click **+ New Project**
{% endstep %}

{% step %}
Click **Create from Template**
{% endstep %}

{% step %}
Browse available templates:

* **System Templates** — Pre-built templates from Kaana
* **My Templates** — Templates you've created
  {% endstep %}

{% step %}
Select a template, customize the details, then click **Create**.

The project will include pre-configured phases, tasks, and milestones from the template.
{% endstep %}
{% endstepper %}

### Duplicating a Project

Copy an existing project:

{% stepper %}
{% step %}
Open the project you want to copy
{% endstep %}

{% step %}
Click the **...** menu and select **Duplicate Project**
{% endstep %}

{% step %}
Give the copy a new name and choose what to include:

* Phases and milestones
* Tasks
* Requirements
  {% endstep %}

{% step %}
Click **Duplicate**
{% endstep %}
{% endstepper %}

### Best Practices

#### Naming Projects

* Use clear, descriptive names
* Include the client name if applicable
* Consider a naming convention for consistency

#### Setting Dates

* Set realistic start and due dates
* Account for dependencies between projects
* Leave buffer time for unexpected delays

#### Assigning Owners

* Every project should have a clear owner
* The owner is responsible for overall progress
* Owners receive notifications about their projects

#### Using Tags

* Create consistent tags across projects
* Examples: by department, project type, or priority
* Tags make reporting and filtering easier

### What Happens Next

After creating a project:

1. Add phases to structure the work
2. Create tasks for specific deliverables
3. Upload relevant documents
4. Add team members and contacts
5. Start logging activities