✅ If you have permission to create projects
Click “+ New Project” on your Plannerly Dashboard.
Give your project a name
Add your team members and begin setting up your project modules (Docs, Scope, Verify, etc.).
Once created, your project will appear as another card in your account’s project tab.
👥 If you were invited to collaborate on a project
If you’ve been invited to an existing project within someone else's account or workspace, your ability to create projects depends on your permissions. Only Account or Workspace Administrators can create new projects within an account.
If you’d like a new project created within that account, you can simply ask one of the account administrators to create the project for you OR...
🌟 Want to create your own new project?
Even if you don’t have permissions in the account you were invited to, you can still create another project by:
selecting the "+ Account" button in your main dashboard to create a free account.
Create and manage your own projects independently
Upgrade to a paid plan when you're ready to successfully manage your projects!
This is perfect if you’d like to explore Plannerly’s features, test workflows, or start personal or academic projects.