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Create a project

Create a project to give one product area its own sources, themes, briefs and members inside your workspace.

A project scopes everything Adduce gathers: its sources, the themes synthesised from them, the briefs you write, and who can see them.

Before you begin

  • Role: workspace Admin. A workspace member cannot create a project, because creating one commits the whole workspace to a plan allowance.
  • Plan: every plan includes projects, and how many depends on the plan. The dialog tells you when you have reached the limit.
  • Time: two minutes.

Steps

Open Projects from the workspace sidebar. The table lists every project in the workspace.

Callout 1: New project.

Choose New project. Give it a Name your team already uses, an optional Description, and a Color — the colour is the project's mark in the sidebar's project selector and in the projects table.

Only the name is required.

Choose Create project. The dialog closes, a toast says Project created., and the new project joins the table. Choose its name to open it. The sidebar then switches to project mode: Chat, then Dashboards (Pulse, Pipeline), Signals (Strategy, Sources, Themes, Watch), Delivery (Briefs, Investigations, Roadmap, Tasks, Destinations), and Project settings at the bottom.

A project with nothing connected asks for a source first.

Why

Sources, themes and briefs never cross projects. Two products with different users get two projects; one product with two teams gets one project and two roles.

If it did not work

Why does the dialog say I have reached my project limit?

Your plan's project allowance is used up. The dialog replaces the form with the way out: on the smaller plan it offers Upgrade to Growth, and on the larger one it offers Add a project slot, which you can buy without leaving the dialog. If you cannot manage billing yourself, the dialog says that an administrator can add capacity from Settings → Billing. Deleting a project you no longer need frees its slot too.

Why was my project refused?

New project is visible to everyone, but only an Admin may create one. If you are a workspace member the dialog returns a permission error when you submit it. Ask an Admin to create the project and add you to it.

What's next

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