How to add a project

Via the Home Dashboard

Whilst on the Home Dashboard, click on the ‘Add Project’ button in the top right-hand corner to add a new project:

Enter a name, select the relevant stage from the dropdown and click OK.

Via the Stages Tab

Click on the Stages tab in the navigation menu at the top of the screen. If you are in the Teams App, this will be located under the Verto tab. 

Once in the Stages area, click on the flyout button to reveal a full list of all available stages. 

 

Advice

  • The stages displayed in the flyout will be dependent on user permissions - not all users will see all stages in a site.
 

Select the stage you wish to add the project into. Click on Add in the top right of the stage table:

Enter a name, select the relevant stage from the dropdown and click OK.