How to add a new project
Michelle McMahon avatar
Written by Michelle McMahon
Updated over a week ago

How to add a new project (Transcription)

  1. From the home screen of your account, select the client you want to add a project to.

  2. Click Add Project.

  3. Choose if you would like to create a project from scratch or from a template

From scratch:

  1. Select From Scratch.

  2. Choose if you want to create a dashboard or a report.

  3. Name your project.

  4. Click Create Project.

From a template:

  1. Select From a Template.

  2. Choose if you want to use a Standard Template or a Saved Template.

  3. Select the template you want by clicking Use Template.

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