Follow these steps to create new projects in Payaca.

Projects can be completed either via your web browser or on the mobile app.

To delete a project, read how to delete or archive a project.

From the Project view, click "Create Project"

Click to add your customer

Search for an existing customer by name, or choose "Create a new Customer"

Enter your new customer details, and click "Save"

Choose the correct pipeline for your new project. Learn more about Pipelines here

Apply a template if needed, and click "Create Project". Learn more about Project Templates here

To change the name of the project, click the 3 dots near the reference

Choose "Edit Reference"

Enter your new project name and hit "Save"

From the Project view, click the Plus icon to create a new project

Click "Add Customer"

Search for an existing customer by name, or click the Plus icon to create a new customer

Enter your new customer details, and click "Save"

Choose the correct pipeline for your new project and click "Create Project". Learn more about Pipelines here

To change the name of the project, click the "Edit" button in the top right corner

Enter your new project reference and hit "Save"