Skylight gives you the ability to create new projects from many locations across the app. The quickest way of creating a new project is from your dashboard's 'My Projects' widget or from the main navigation menu on the left of the screen. All these options will give you the 'Project' Add Form as shown in the screenshot below.

 

The following are the main locations where '+' or Add buttons are available to create a new 'Project':

  1. From your dashboard's 'My Projects' widget
  2. From the 'Project' list view
  3. From the main navigation menu

Add Project from Dashboard's 'My Projects' Widget

Add_Project_from_Dashboard_s__My_Projects__Widget.png

Select the '+' button to create a new project. This will result in a new 'Project' Add Form to pop up. We go through this in the next section. Now, let’s look at other places where you can add a new project.

Create a New Project from the Main Navigation

Create_a_New_Project_from_the_Main_Navigation.png

Hover over the main navigation, and then select 'Projects'. Then, select 'Add'.

Note that under the 'Add' option, Skylight provides you with a list of recent projects for your convenience. This section provides you with this list so that you can go to the most recently opened projects from anywhere in the app.

Add a New Project from List View

Add_a_New_Project_from_List_View.png

When working on 'Project' list views, users can create a new project from the main 'Project' list view tab. Again that famous '+' icon is present to allow you to add a new project.

While in the list view section, look along the other tabs for 'Stages', 'Milestones', 'Time', and 'Fixed Price Items' (expenses) which also provide you with a quick '+' add option to create these elements as well. But more about that later on. Now, let's have a look at what happens when you actually select the '+' button.

'Project' Add Form Explained

Project__Add_Form_Explained.png

The 'Project' add form allows you to add as much information as needed to a single form. Most of this information is optional except the 'Project' title (1). Here is a quick overview of what each field does:

Title (1): Project title is the required field that defines what this project is. You can use internal elements like 'Internal -PROJECT', etc..

Client (2): Type the client’s name. If it exists in your database, Skylight will show it in a drop-down list for you to select. If the contact doesn't exist, you can create a new contact right from this field.

Client Contact (3): This is a related contact to the client, i.e. Tom works at the company ADC limited.

Dates (4): This is the start and end date for the project, these are required fields if using project templates.

Description (5): Some brief bio about your project. This is shown on the project sidebar and project list views.

Reference (6): Leave this blank for Skylight to automatically generate sequential numbers.

Client Reference (7): This can be the client purchase order number.

Status (8): Define what status this new project will have [read more about custom statuses].

Project Template (9): Select pre-created project templates from this drop-down. You will need the start and end dates for this to work.

Tags (10): User-defined tags can be a good way to group your projects and define properties that this project will have, i.e. marketing, sales, design, and production.

Files (11): Upload files, attach existing files, create, import and add Google Drive documents.

Start Calendar from (12): When visiting the project view, would you like the project calendar to default to the start date of the project or today as in the date you view the project? This field lets you pick.

More Options (13): Here you can add addresses, phone numbers, web URLs, social media links, custom fields and more.

'More Options' on the 'Project' Add Form

More_Options__on_the__Project__Add_Form.png

Clicking on 'More Options' as shown in the previous screenshot (13) will expand the 'Project' Add Form and reveal further fields and inputs as follows:

Email Addresses (14): Here you can add as many email addresses as related to this project.

Phone Numbers (15): These might be specific numbers needed for this project.

Postal Addresses (16): A quick way to navigate to a location. When the project is created, clicking on these links will open them up in Google Maps.

Ftp Accounts (17): If this is a web project, you can save your Ftp, URL & secure password here.

Custom Fields (18): There can be as many data types as you might need in your business. The headings of these can be customized in your business settings.

Weblinks (19): Perfect place to store specific weblinks for this project. This is perfect if you are a design agency or web development shop or company dealing with online-related projects.

Instant Messengers (20): These can be Skype, Google Chat and IM links. When activated and added, you can click on them to initiate a link from the relevant software. So if you add Skype ID and later click on that, the result will be a call to that Skype ID.

Social Profiles (21): Add Facebook, LinkedIn and Twitter IDs for this project. After creating the project, Twitter feeds will show you recent tweets.

Save & Cancel (22): Don't forget to save!

0