Create a project

Create your project in Wonderly

Five ways to create a project in Wonderly's Client Work hub: from a quick button anywhere in the app, to spinning one up directly from a deal or a doc.

Method 1: Use the "+ Create new" button

When to use: Available from anywhere in Wonderly without navigating to any specific page first.

1. Click + Create new in the top-left corner of your screen.

2. Click + Create from scratch

3. Fill in your project details in the Create project modal.

4. Click Create.

Expected outcome: The new project appears in the Projects hub, under the assigned workspace.

Field reference

• Name: The name of your project.

• Workspace: The workspace where the project will live.

• Folder: The folder inside the workspace where the project will be stored.

• Assignee: The team member responsible for the project.

• Start Date: The date the project kicks off.

• Deadline: The date the project needs to be delivered.

If there are any existing project templates in the selected workspace, you'll see a template selection modal instead of the Create project modal. Click on + Create from scratch to skip the template selection.

---

Method 2: Create a project from the secondary sidebar

When to use: You are already in the Projects page and want to add a project directly under a specific workspace.

1. Click Projects in the main sidebar.

2. If the secondary sidebar is not expanded, click the arrow icon in the top-left to expand it.

3. Hover over the workspace where you want to create the project.

4. Click the three dots to the right of the workspace name.

5. Click New project.

6. Click + Create from scratch or select a project template if you’ve created one.

7. Fill in your project details in the Create project modal.

8. Click Create.

Expected outcome: The new project appears in the Projects hub, under the assigned workspace. If you are redirected to the Table tab, click the Browse tab to find your new project.

---

Method 3: Create a project within a workspace or folder

When to use: You are already working within a specific workspace or folder and want to place the project there directly.

1. Open the workspace or folder where you want to create the project.

2. If the secondary sidebar is not expanded, click the arrow icon in the top-left to expand it.

3. Click the Browse tab.

4. Click + Create new folder, project or doc...

5. Click New project.

6. Fill in your project details in the Create project modal.

7. Click Create.

If there are any existing project templates in the selected workspace, you'll see a template selection modal instead of the Create project modal. Click on + Create from scratch to skip the template selection.

Expected outcome: The new project appears in the Projects hub, under the assigned workspace.

---

Method 4: Create a project from inside a Wonderly Doc

When to use: You are drafting a brief or proposal in a doc and want to create a linked project without leaving the page.

1. Open a Wonderly Doc.

2. Click into the document body.

3. Type / to open the command menu.

4. Click New project.

5. Type your project name inline and press Enter.

6. Click the project pill in the document to open the project modal and fill in any remaining details.

The project is automatically placed in the same workspace and folder as the document it was created from. You can click the project pill in the document to open the project modal and fill in any remaining details.

Expected outcome: The new project appears as a pill inside your doc. You can find your project in the Projects hub, under the assigned workspace.

---

Method 5: Create a project from a Deal

When to use: A deal has been won, and you want to kick off client work directly from the sales record, keeping your CRM and projects connected.

1. Navigate to Sales from the main sidebar

2. Click the arrow icon in the top-left to expand the secondary sidebar.

3. Click on Deals

4. Find and click the deal to open it.

5. Click the Projects tab.

6. Click the + button.

7. Click + Create a new project.

8. Fill in your project details in the Create project modal.

9. Click Create.

Expected outcome: The new project appears in the Projects hub, under the assigned workspace.

If there are any existing project templates in the selected workspace, you'll see a template selection modal instead of the Create project modal. Click on + Create from scratch to skip the template selection.

FAQ:

Can I create a project directly from a client record? Yes. Navigate to Sales → Contacts, open the client record, go to Projects, click on the + button, and then click on + Create a new project.

Can I set a project as recurring? No. Projects in Wonderly are designed to have a defined end date. Recurring tasks are also not available for projects at this time. That is why we designed Project templates.