Four things are required: Project Name, Playbook, Project Manager, and Coordinator. Open the form with the Create button in the top bar, then New project, and the form keeps a running list of what is still outstanding.
Everything else can wait, so a missing detail does not stop you getting a job into the system.
Applies to: Users who can create projects
Steps
Click the blue + button (Create) in the top bar, then choose New project. Pressing ⌘K opens search, which jumps to existing pages and records only. It does not create anything.
Type the job name into Project Name. The Company field is already filled in with your own company.
Click Select playbook and choose the Playbook for this job. The rest of the form stays locked until you do. The form says so directly: "Select a playbook above to unlock the project fields. The playbook determines which fields apply to this project."
Set the Project Manager and the Coordinator. These sit in the Roles & Responsibilities section.
Read the line at the bottom of the form. It reads "Still required:" followed by whatever is left, for example "Still required: Project Name, Playbook, Project Manager, Coordinator". When that line is clear, all four are set.
Click Create project. If you are not ready to finish, click Save draft instead.
What happens next
Create project stays unavailable until all four required items are set, so the "Still required:" line is your checklist. Once the project is created it appears in the Projects list, and its status follows what you picked in Select status.
If you clicked Save draft instead, the project is kept as a draft and shows up under the Draft projects tab on the Projects page. You can come back and finish it later.
Everything outside those four is optional. Project Details, Project Location, Project Owner, and Project Attachments (marked Optional on the form) can be filled in now or added to the project later.
If this doesn't work
Create project is not available → one of the four required items is missing. Read the "Still required:" line at the bottom of the form and fill in what it names.
Most of the form is locked → you have not chosen a Playbook yet. Click Select playbook first, then the rest of the fields open up.
You cannot find the Project Manager or Coordinator field → they sit in the Roles & Responsibilities section, which is one of the sections that unlocks after you choose a Playbook.
The person you need is not in the Project Manager or Coordinator list → they need a user account at your company first. Ask an Admin to add them in Settings.
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