This topic describes how organization administrators use Projex project templates to quickly create a project that meets their business needs.
Prerequisites
Before you create a project, identify your use case. Projex provides five common templates. For more information, see System default templates.
What is a project?
A project is a temporary effort to organize resources and achieve a specific goal, such as delivering a product or service. A project has a clear objective, a plan, and defined start and end dates, and can be either short-term or long-term. In modern software delivery, some projects do not have a fixed end date and instead evolve continuously through one or more iterations.
In Projex, a project is the core object that brings together related work and resources. Creating a project is the first step in all project collaboration. Let's create your first Projex project.
Create a project
Select a project template
Available templates include Classic Project Management Space, Business Feedback Management Space, Agile R&D Management Space, Defect Management Space, and Product Planning Space. Select a template and click Use this template to create a project.
Organization administrators can also use the project template feature to create custom templates tailored to their organization's workflows.
Provide project information
Project name: Required.
Visibility: Required.
Public: All members of the organization can access the project. The organization administrator can grant access to an external member through Organization Permission Configuration.
Private: Only project members can access the project.
Project ID: Projex automatically generates a unique project ID, which you can modify. This ID must be unique within the organization and serves as a prefix for each work item ID in the project.
Set a project cover (which you can change by clicking it), enter a project description, and then click Create.
To get started with project collaboration, see the following topics: