How to create a new project
Introduction
Creating a new project on Cynoia allows you to organize tasks, collaborate with members, and manage workflows efficiently.
Simplified Steps
In the project manager, click on new project.
Insert the details of the various projects (Name, description, etc.).
Set the visibility of the project (Public or private).
Invite your team members and assign each one a role.
Click on “Create a project”.
Steps:
Step 1: Access the project manager
From the dashboard, click on the project manager in the left menu.
Step 2: Create a new project
In the project manager, click the “New project” button located at the top right.
Step 3: Add project details
Color icon: Select a color or an icon to represent your project.
Project name: Add a name for your project.
Description: (Optional) Add a brief description of the project.
Project visibility: Choose the visibility that suits you:
Public: The project will be accessible to all members of the workspace.
Private: The project will only be accessible to its members.
Click on the “invite members” tab.
Add team members by entering their names or email addresses.
Assign their roles (editor or viewer).
Add as many members as you like.
Step 4: Save the project
Check your project settings and the added members.
Click on “Create a project” to finalize everything.
Tips:
Choose a distinctive color and/or icon: This will help you identify the project more quickly.
Add members early on: Inviting members during the creation step will help you save time.
Set the correct visibility: This ensures that only the intended audience will have access to the project.
FAQ
Q1: Can I add or remove team members after the project is created?
Yes, you can manage your team members at any time by accessing the settings of the project.
Q2: What is the difference between a public project and a private project?
Public: It is accessible to all workspace members.
Private: It is accessible to all members you have added to the project.
Q3: Can I change the visibility of a project later?
Yes, it is possible to modify the project's visibility from its settings.