Create new project
Make sure you are logged in to EMDESK and follow the instructions below to create a new project.
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Click the arrow by the project name in the blue header bar, then select "Create Project".
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You have also the option to create a new project via the profile menu by clicking "New Project".
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- The "Create a new project" box will display:
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- Enter your project acronym and title.
- Choose a project URL (subdomain) and make sure there are no unsupported characters and its length is min. 3, max. 63.
- Click the camera icon to select and upload a project logo image – (can be added later).
- Complete the other optional fields: estimated start date, time zone and a short description. (all can be edited later).
- Select 'Next'.
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Note: The project URL is a unique subdomain through which your team members can access the project work space directly. Once you have set the project URL it cannot be changed. The subdomain is subject availability. -
Tip: All browser URLs you see while navigating through EMDESK are "permalinks" e.g. https://geniusfame.emdesk.com/ You can copy and share these URLs with other users, who will then be forwarded to the same view as at the time the link was copied. - 3
- The "Choose a project template" box will display:
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- Choose a project template for your project that best matches your project structure.
- Select 'Next'.
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Note: Project templates are pre-sets with default settings, layout and structure. Once you created a project based on a template, it cannot be changed, but you can customize the project structure later in your work space. -
Tip: If you cannot find a project template that suits your project structure, then choose the "Default" or one that matches best. You will be able to customize your project later. Otherwise contact our technical support. - 4
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The "Invite team members" box will display (leave blank to skip inviting people, it can be done later):
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- Type every email address of the person you want to invite to join the project (separate email addresses using a comma, semicolon or space)
- Enter a personal message to your invitees; explaining why they are receiving this email with a link
- Click "Create" to create the project and send invites.
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Note: We will sent an email invite to each of provided email addresses including the personal message, inviting the person to join the project via the personal URL. -
Tip: Many email addresses? You can copy and paste email addresses into the area. Just make sure they are separated using a comma, semicolon or space. - 5
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The "Your project is ready for take off!" box will display as confirmation:
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- Click the "Start" button to go to the project work space.
- By default, the user who set up the project is given the Owner and Admin role in the project (see "Roles, access levels and access rights").
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Tip: You’ll see your custom project URL in the browser address bar. Bookmark this URL to your browser.
Next step:
- First project? Get to know EMDESK following the onboarding tutorial, which auto-starts upon first login or read the "About menus navigation and getting around" article and browse our articles in the "Get started" category.
- As a next step, it is recommended to invite and add users.