Creating and Renaming Projects

Learn how to create a new project in Plannerly and update its name or module settings after creation.

Before You Start

To create a project, you must be a Workspace Administrator.

You can verify your permissions by checking whether the + Project button is visible in your workspace. If you can see this button, you have permission to create projects within that workspace.

Note: Users working in their own Plannerly account are both Workspace Administrators and Account Administrators, giving them the highest level of access to the platform.

Create a New Project

  1. Navigate to your Projects Dashboard.
  2. Select the appropriate Workspace where you want to create the project.
  3. Click + Project.
  4. Enter a name for your project.
  5. Review the available modules.
    • You can leave the default selection as-is.
    • Module settings can be changed later if needed.
  6. Click Create.

Once the project is created, Plannerly will open the new project automatically.

Rename a Project

After opening the project:

  1. Click on the project name at the top-left of the page.
  2. Hover over the project name.
  3. Click and start typing the new name.
  4. Your changes are saved automatically.

Update Project Modules

You can modify which modules are enabled for a project at any time.

  1. Open the project.
  2. Click Settings on the right-hand side.
  3. Turn individual modules on or off as required.
  4. Save your changes if prompted.

This allows you to tailor the project setup as your workflow evolves.