How to Create or Launch a New Project in Plannerly

Creating a new project in Plannerly is easy — but depending on your role and permissions, the steps can vary slightly. Here’s what you need to know:

Create a New Project

If you have permission to create projects

  1. Click "+ New Project" on your Plannerly Dashboard.
  2. Enter a project name.
  3. Add your team members and begin setting up your modules (Docs, Scope, Verify, etc.).

Once created, your project will appear as a new card in your account’s Projects tab.

If you were invited to collaborate on a project

If you were invited to an existing project within someone else’s account or workspace, your ability to create new projects depends on your permissions.

Only Account Administrators or Workspace Administrators can create new projects within an account.

If you need a new project within that account, simply ask one of the administrators to create it for you.

Want to create your own project?

Even if you do not have project creation permissions in the account you were invited to, you can still create your own independent project by:

  1. Selecting the "+ Account" button from your main dashboard to create a free account.
  2. Creating and managing your own projects independently.
  3. Upgrading to a paid plan when you are ready to manage projects at scale.

This option is ideal if you want to explore Plannerly’s features, test workflows, or start personal, academic, or pilot projects.