Project Overview Page Tour

The first thing you’ll see after you’ve logged in is the ability to create a new project. Click on the blue New Project button to open the New Project Modal.

  1. Upload an image as a Project Avatar. This is optional. If you don’t upload an image, Pipeline will randomly assign your project one.
  2. Create a new client. Every project needs a client – even if it is you. The first time, you’ll need to add a client and hit Save on that line. When creating subsequent projects, you can choose from past clients.
  3. Add a Project Name.
  4. Add a Project Start and End Date. These are simply the dates that you think the project will actually start by, and need to be completed by. These can be changed at any time.
  5. (Optional) Enter a Project Synopsis. Just a few lines about what the project is about. This will show up in the project header for all your crew to see.

After you’ve made your choices, click SUBMIT to create the new project.