How Can We Help?
< All Topics

01. Create Project


Step 1: Click on Home from the left navigation bar.


Step 2: Click on create new button.


Step 3: Project Create Screen is displayed.


Step 4: Select the integration dropdowns. The integration dropdowns display the integrations created by the admins.


Step 5: Once the integration dropdowns are selected. The fields related to the selected integration will be displayed. Ex: In below image SharePoint and Procore integrations are selected so its related SharePoint and Procore fields are displayed.


Step 6: Once all the fields are filled up, we can test the connection by clicking on test button.


Step 7: After all the fields are filled with data and click on save.

Next 02. View Project