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How do I create a new Project in Basil?
To create a new Project, go to the 'Tasks' tab, select ‘Projects’ on the toggle button and click the ‘+ Projects’ button towards the top right.Select 'Create New Project'. Select Client and Workspace, enter the Project Name, Description, Client and Workspace for the project. Enter each task by selecting the 'Task Type', Assigned User, Billable, and Description. Click the Add Details to provide additional details required for the task. You can add additional tasks on each new row provided. Use the 'Copy' icon to create new tasks that are similar, and use the 'Delete' icon to delete tasks that are not needed. Check the 'Enforce Workflow' box if you want the tasks to be activated in a workflow. You can change the order of the tasks by dragging the rows up or down. Finally, click 'Save as Draft' to work on it later or click 'Launch' to commit the Project. Next, you have the option to enable Cora Assistant in the required Follow Up Mode. The Project will become active once you confirm.