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Create a project to start tracking a new change initiative.

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Creating a new project

  1. Navigate to the Organization dashboard
  2. Click the New project button
  3. Fill in the project details
  4. Click Create

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Project details

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Required fields

FieldDescription
NameClear, descriptive title

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Optional fields

FieldDescription
DescriptionDetailed scope and objectives
StatusActive (default), On-hold, or Archived
PriorityHigh, Medium, or Low
Change typeCategory of change
Start dateWhen work begins
Target end dateExpected completion
ProgramParent program for grouping

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Naming best practices

Choose names that are:
  • “Salesforce CRM Implementation”
  • “HR Policy Update Q1 2026”
  • “Chicago Office Relocation”
  • “New Expense Reporting Process”

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Linking to a program

If the project is part of a broader program:
  1. In the Program field, select the parent program
  2. The project will appear in the program’s detail view
  3. Aggregate metrics will include this project
You can also create projects directly from a program’s detail page. Projects created this way are automatically linked.

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Creating from a program

Alternatively, create projects within a program:
  1. Go to Programs
  2. Open the relevant program
  3. Click Create project
  4. Fill in details - the program is pre-selected

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After creation

Once your project is created:
  1. Add stakeholders - Import or manually add affected people
  2. Identify impacts - Document change impacts
  3. Create surveys - Set up readiness assessments
  4. Plan communications - Schedule stakeholder communications

Add stakeholders

Import or create stakeholders

Track impacts

Document change impacts