---
title: Create a project
description: Start a website build for an existing customer.
category: Projects
order: 2
categoryOrder: 40
---

# Create a project

In **Projects → New project**, complete the following fields:

- **Customer:** the existing customer who owns the project; required.
- **Project title:** a recognisable name such as “New company website”; required.
- **Website:** the site being built, if known.
- **Status:** begin with Planning or In progress as appropriate.
- **Priority:** Low, Normal, High or Urgent.
- **Start date** and **Due date:** the planned timeline, not a payment schedule.
- **Description:** scope and important context.
- **Show in customer dashboard:** turn on when the customer should follow the project there.

Select **Save project** before adding tasks. The opened project then provides Project details, Tasks, Comments and Files.

## Example: an existing customer's new website

Open the customer's record to confirm their email and website. Create a project titled “Website redesign”, set the due date and show it in their dashboard. Add tasks for discovery, design, content and launch. Mark only customer-relevant tasks visible. Move the project to **Waiting for customer** when you need content or approval, and use comments to explain the request. Record the commercial agreement separately in the customer financial area.

See [Manage projects](/docs/projects/managing-project) and [Customer finances](/docs/customers/financial).