Create Project

The Create Project dialog lets you set up a new project with a name, type, color, status, owner, date range, tags, attachments, and description. The form opens as a modal over the Projects list and uses unsaved-changes protection to prevent accidental data loss.

Accessing the Page

Open Projects from the sidebar, then click Create New (or the + button in the sidebar). The dialog opens over /projects/projects.

You can also navigate directly to /projects/projects#new-project — the sidebar Projects + button uses this deep-link.

Fields

Field	Required	Type	Description	Default	Validation
Name	Yes	Text	Display name for the project	—	Max 200 chars; trimmed on submit; submit blocked when empty
Project Type	Yes	Select	Determines available work item types	—	Must select a type; submit blocked until selected
Color	No	Color picker + Text	Visual accent color for the project	#3b82f6	Hex color code; max 9 chars; editable via color swatch or hex input
Status	No	Select	Initial project status	active (or draft if participant governance is enabled)	One of: Draft, Active, On Hold
Owner	No	User select	User responsible for the project	—	Active users only; clearable; required when tenant settings enforce a project owner
Start Date	No	Date	Planned start date	—	Converted to ISO at midnight local time
End Date	No	Date	Planned end date	—	Converted to ISO at midnight local time
Tags	No	Multi-select	Lowercase tag chips for grouping	[]	Max 50 tags
Images	No	File upload	Project images (deferred upload)	—	Max 20 images
Attachments	No	File upload	Project file attachments (deferred upload)	—	Max 10 files; accepted types include images, PDF, Office documents, SQL, JSON, XML, YAML, Markdown, log files (gzip, ndjson), archives (zip, tar, 7z), and short screen recordings (mp4, webm)
Description	No	Textarea	Detailed description of the project	—	Max 4000 chars; empty value becomes null

Status options at creation:

Value	Description
Draft	Project is being planned; not yet active
Active	Project is in progress
On Hold	Project is paused temporarily

Color Picker

The color field shows both a native color-swatch input (click to open a color picker) and a hex text field side-by-side. You can use either:

• Click the swatch to pick a color visually.
• Type a hex code (e.g., #e11d48) directly in the text field.

The default color is #3b82f6 (blue). The list response also returns this default for any project that has no custom color, so all projects show a color indicator in the Projects List.

Deferred Attachments

Images and file attachments use deferred upload: they are staged locally in the dialog while you fill in the form. When you click Create, the project record is saved first, and then the staged files are uploaded and linked. If a file upload fails after the project is created, a warning toast appears and the project still exists — retry the upload from the Project Detail page.

Validation Rules

Rule	Behavior
Name required	Submit button is disabled while Name is empty
Name length	Max 200 characters
Description length	Max 4000 characters
Tag count	Max 50 tags
Project Type required	Submit button is disabled until a Project Type is selected
Owner required (conditional)	If tenant settings require a project owner, Owner becomes required
Participants required for activation	If tenant governance requires participants before activation, new projects default to Draft status. The project cannot be moved to Active until at least one participant is added.
Unsaved changes guard	Attempting to close with unsaved changes shows a confirmation dialog
Attachment upload errors	If file uploads fail after project creation, a warning toast is shown; the project is still created

Post-save Behavior

After the form is submitted successfully:

1. The project is created via the API.
2. Any pending images and attachments are uploaded and linked to the new project.
3. The dialog closes and redirects to the new project’s detail page.

Common Tasks

1. Open Projects List and click Create New.
2. Enter the project Name and select a Project Type — these are the only required fields.
3. Optionally choose a Color, Status, Owner, date range, Tags, and Description.
4. Add any project images or attachments in the deferred upload sections.
5. Click Create to save. The dialog closes and the new project’s detail page opens.

Permissions & System Behavior

• Creating projects requires access to the Projects module and canWriteProjects permission.
• The Owner field is required only when the tenant’s project settings have Require project owner enabled.
• After a successful submit the list and any open project views refresh automatically.

Related Pages

• Projects List — View and search all projects
• Project Detail — View a specific project
• Edit Project — Edit an existing project
• Project Participants — Add participants after creating a project
• Project Governance Settings — Configure owner and participant requirements