Learn how to create and set up a new project to better organize your cases and collaborate with colleagues.
To create a new Project, click the Project icon on the left-hand navigation and then click "Add New Project" at the top of the page.
After clicking "Add New", you can then name your project and give it a description.
Alternatively, if you would like to create a Project from an existing Report, you click on the "Projects" section and then click "+ Create Project".
Once you have created your Project, you can then add team members, create and add tags, link specific Reports, as well as upload files.
