How to create a project in Vaiz

Projects help you keep related work in one place. Create a project to organize tasks, documents, boards, dashboards, and project activity around a specific initiative or team.

Step 1. Open the space where you want to create a project

In the top-left corner, click the space icon to open the space menu. Select the space where you want to create the project.

Space switcher menu open, listing spaces in Your spaces and Shared with you

Step 2. Create a new project

To create a new project, click Add project in the Projects section.

Sidebar with the Projects section expanded and Add project highlighted

You can also create a project from the Projects menu by clicking the three-dot menu and selecting Add project.

Projects section three-dot menu with Add project highlighted

Step 3. Start the project setup

A welcome screen will appear with a short overview of the project creation process.

Click Start creating to continue.

Welcome to Your New Project screen with the Start creating button highlighted

Step 4. Set up project details and appearance

In the New Project window, enter a project name. A slug will be generated automatically, but you can edit it if needed. You can also add a description to help teammates understand the project's purpose.

New Project dialog with name, auto-generated slug, and description fields filled in

To customize the project, click the appearance button next to the project name field. You can choose a project color from the Colors tab.

New Project dialog with the Colors tab open to choose a project color

You can also switch to the Icons tab and select a different icon for the project.

When everything is ready, click Create project.

New Project dialog with the Icons tab open and Create project highlighted

Step 5. Add project members

Enter the names or email addresses of the teammates you want to add to the project.

Click Add members to continue.

Setup team dialog with a member added and the Skip and Add members options highlighted

Note: You can skip this step by clicking Skip and add members later.

Step 6. Open the project

After the project is created, click Open project to start working in it.

Project created confirmation screen with Open project and Dismiss options

Step 7. Manage project settings

The left sidebar uses the project's selected color, helping you quickly identify which project is currently open.

Project sidebar showing the project name in its selected color, with Project Settings listed below

To update settings, open Project Settings from the left sidebar. Here you can change the project name, slug, description, color, and icon. You can also archive the project if it is no longer needed.