Create a Project: the creation steps

❓ How to create a project in Zest?

🔎 Who can create a project?

• Employees authorized by the organization

• Administrators and Super Admins

🚀 Steps to create a project

1. Go to the “Projects” tab

   From the navigation bar, click “Create a project”.

2. Name the project
   • Enter a clear and explicit title.

   • Example: “Marketing Onboarding Q1 2025”.

3. Add an image (optional)
   • Makes the project easier to identify.

   • Format: square or landscape, displayed as the project thumbnail.

4. Enter a description
   • Describe the objective and scope of the project.

   • Example: “Tracking the onboarding of new hires within the Marketing scope during the first quarter.”

5. Define visibility
   • Private: only visible to invited members.

   • Internal public: visible to all Employees (who can request to join).

6. Add members
   • Select the Employees to invite directly.

   • Define their roles: members or project administrators.

7. Confirm creation
   • The project appears in the “Projects” space of the added members.

   • The relevant people receive a notification.